Angeles Investment Advisors’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-13,999
| Closed | -$469K | – | 134 |
|
|
2021
Q4 | $469K | Buy |
13,999
+4,841
| +53% | +$162K | 0.02% | 125 |
|
|
2021
Q3 | $272K | Buy |
+9,158
| New | +$272K | 0.02% | 176 |
|
|
2020
Q2 | – | Sell |
-11,849
| Closed | -$219K | – | 104 |
|
|
2020
Q1 | $219K | Buy |
11,849
+1,487
| +14% | +$27.5K | 0.06% | 87 |
|
|
2019
Q4 | $269K | Hold |
10,362
| – | – | 0.05% | 72 |
|
|
2019
Q3 | $299K | Buy |
10,362
+463
| +5% | +$13.4K | 0.06% | 56 |
|
|
2019
Q2 | $344K | Buy |
+9,899
| New | +$344K | 0.08% | 47 |
|