Shepherd Kaplan Krochuk’s Franklin Universal Trust FT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-38,700
| Closed | -$292K | – | 154 |
|
|
2019
Q3 | $292K | Hold |
38,700
| – | – | 0.21% | 114 |
|
|
2019
Q2 | $283K | Hold |
38,700
| – | – | 0.2% | 111 |
|
|
2019
Q1 | $272K | Hold |
38,700
| – | – | 0.17% | 120 |
|
|
2018
Q4 | $246K | Hold |
38,700
| – | – | 0.17% | 119 |
|
|
2018
Q3 | $257K | Buy |
+38,700
| New | +$257K | 0.13% | 152 |
|