TF
FT

Trek Financial’s Franklin Universal Trust FT Stock Holding History

Trek Financial’s Portfolio FT Stock Details FT Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
2022
Q2 		$83K Sell
2022
Q1 		$147K Sell
2021
Q4 		$176K Hold
2021
Q3 		$169K Sell
2021
Q2 		$204K Sell
2021
Q1 		$197K Sell
2020
Q4 		$224K Sell
2020
Q3 		$228K Buy
2020
Q2 		$220K Buy