AIA
Allied Investment Advisors’s Franklin Resources BEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-80,615
| Closed | -$2.39M | – | 46 |
|
|
2018
Q4 | $2.39M | Buy |
80,615
+5,775
| +8% | +$171K | 1.97% | 26 |
|
|
2018
Q3 | $2.28M | Buy |
74,840
+22,300
| +42% | +$678K | 1.69% | 26 |
|
|
2018
Q2 | $1.68M | Buy |
52,540
+10,805
| +26% | +$346K | 1.37% | 26 |
|
|
2018
Q1 | $1.45M | Buy |
+41,735
| New | +$1.45M | 1.19% | 26 |
|