WFG 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
Q3 | – | Sell |
-8,560
| Closed | -$64K | – | 2091 |
|
|
2014
Q2 | $64K | Buy |
8,560
+132
| +2% | +$987 | 0.01% | 818 |
|
|
2014
Q1 | $61K | Sell |
8,428
-3,174
| -27% | -$23K | 0.01% | 828 |
|
|
2013
Q4 | $81K | Buy |
11,602
+891
| +8% | +$6.22K | 0.01% | 818 |
|
|
2013
Q3 | $73K | Sell |
10,711
-322
| -3% | -$2.2K | 0.01% | 796 |
|
|
2013
Q2 | $75K | Buy |
+11,033
| New | +$75K | 0.01% | 756 |
|