Regal Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-2,500
| Closed | -$18K | – | 945 |
|
|
2014
Q3 | $18K | Hold |
2,500
| – | – | 0.01% | 571 |
|
|
2014
Q2 | $19K | Hold |
2,500
| – | – | 0.01% | 555 |
|
|
2014
Q1 | $18K | Hold |
2,500
| – | – | 0.01% | 533 |
|
|
2013
Q4 | $17K | Hold |
2,500
| – | – | 0.01% | 489 |
|
|
2013
Q3 | $17K | Hold |
2,500
| – | – | 0.01% | 505 |
|
|
2013
Q2 | $17K | Buy |
+2,500
| New | +$17K | 0.01% | 491 |
|