SG Americas Securities’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
Q3 | – | Sell |
-25,803
| Closed | -$172K | – | 2689 |
|
2018
Q2 | $172K | Buy |
25,803
+12,235
| +90% | +$81.6K | ﹤0.01% | 2354 |
|
2018
Q1 | $92K | Buy |
+13,568
| New | +$92K | ﹤0.01% | 2548 |
|
2016
Q1 | – | Sell |
-34,983
| Closed | -$200K | – | 2559 |
|
2015
Q4 | $200K | Buy |
+34,983
| New | +$200K | ﹤0.01% | 1811 |
|
2014
Q2 | – | Sell |
-12,232
| Closed | -$88K | – | 2140 |
|
2014
Q1 | $88K | Sell |
12,232
-15,869
| -56% | -$114K | ﹤0.01% | 1958 |
|
2013
Q4 | $195K | Buy |
+28,101
| New | +$195K | ﹤0.01% | 1802 |
|