Raymond James Financial Services Advisors’s Franklin Universal Trust FT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-13,500
| Closed | -$90K | – | 2612 |
|
|
2018
Q3 | $90K | Hold |
13,500
| – | – | ﹤0.01% | 2658 |
|
|
2018
Q2 | $90K | Hold |
13,500
| – | – | ﹤0.01% | 2621 |
|
|
2018
Q1 | $91K | Buy |
13,500
+1,000
| +8% | +$6.74K | ﹤0.01% | 2383 |
|
|
2017
Q4 | $90K | Hold |
12,500
| – | – | ﹤0.01% | 2374 |
|
|
2017
Q3 | $91K | Hold |
12,500
| – | – | ﹤0.01% | 2395 |
|
|
2017
Q2 | $89K | Buy |
+12,500
| New | +$89K | ﹤0.01% | 2350 |
|