Apriem Advisors’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-76
| Closed | -$3K | – | 583 |
|
|
2016
Q1 | $3K | Buy |
+76
| New | +$3K | ﹤0.01% | 495 |
|
|
2014
Q3 | – | Sell |
-16,200
| Closed | -$937K | – | 530 |
|
|
2014
Q2 | $937K | Hold |
16,200
| – | – | 0.36% | 61 |
|
|
2014
Q1 | $878K | Hold |
16,200
| – | – | 0.33% | 64 |
|
|
2013
Q4 | $935K | Hold |
16,200
| – | – | 0.37% | 57 |
|
|
2013
Q3 | $819K | Hold |
16,200
| – | – | 0.36% | 58 |
|
|
2013
Q2 | $735K | Buy |
+16,200
| New | +$735K | 0.36% | 60 |
|