FOUNDATIONS INVESTMENT ADVISORS, LLC – Franklin Universal Trust Transaction History
FOUNDATIONS INVESTMENT ADVISORS, LLC portfolio value:
$1.12M
portfolio value
FOUNDATIONS INVESTMENT ADVISORS, LLC quarter portfolio value change:
-15.03%
quarter
Franklin Universal Trust 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +31.86% | 42.97K shares | 114K | $6.33 | 177.86K |
| Q2 2022 | share | Increase | +186.26% | 87.76K shares | 634K | $7.45 | 134.88K |
| Q1 2022 | share | Increase | +34.98% | 12.21K shares | 90K | $8.1 | 47.11K |
| Q4 2021 | share | Increase | +33.71% | 8.80K shares | 73K | $8.44 | 34.90K |
| Q3 2021 | share | Increase | +0.91% | 236 shares | 0 | $8.03 | 26.10K |
| Q2 2021 | share | Decrease | -0.63% | -164 shares | 18K | $8.07 | 25.87K |
| Q1 2021 | share | Increase | +4.68% | 1.16K shares | 12K | $7.21 | 26.03K |
| Q4 2020 | share | Increase | +58.17% | 9.14K shares | 77K | $7.1 | 24.87K |
| Q3 2020 | share | Decrease | -68.22% | -33.74K shares | -226K | $6.38 | 15.72K |
| Q2 2020 | share | Increase | 0.00% | 49.47K shares | 334K | $6.15 | 49.47K |