Avantax Planning Partners’s Franklin Resources BEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-116
Closed -$4K 370
2018
Q3
$4K Buy
+116
New +$4K ﹤0.01% 1142
2018
Q2
Sell
-140
Closed -$5K 361
2018
Q1
$5K Buy
+140
New +$5K ﹤0.01% 1304