Wealthspire Advisors (Maryland)’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 |
-2,993
| Closed | -$20K | – | 2477 |
|
|
2018
Q3 | $20K | Hold |
2,993
| – | – | ﹤0.01% | 1303 |
|
|
2018
Q2 | $20K | Hold |
2,993
| – | – | ﹤0.01% | 1308 |
|
|
2018
Q1 | $20K | Hold |
2,993
| – | – | ﹤0.01% | 1297 |
|
|
2017
Q4 | $21K | Hold |
2,993
| – | – | ﹤0.01% | 1306 |
|
|
2017
Q3 | $22K | Hold |
2,993
| – | – | ﹤0.01% | 1271 |
|
|
2017
Q2 | $21K | Buy |
+2,993
| New | +$21K | ﹤0.01% | 1254 |
|