Berman Capital Advisors’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $56K | Buy |
1,898
+327
| +21% | +$9.65K | 0.01% | 627 |
|
|
2021
Q2 | $50K | Buy |
1,571
+58
| +4% | +$1.85K | 0.01% | 571 |
|
|
2021
Q1 | $44K | Sell |
1,513
-98
| -6% | -$2.85K | 0.01% | 523 |
|
|
2020
Q4 | $40K | Sell |
1,611
-180
| -10% | -$4.47K | 0.01% | 464 |
|
|
2020
Q3 | $36K | Buy |
1,791
+677
| +61% | +$13.6K | 0.01% | 428 |
|
|
2020
Q2 | $23K | Buy |
1,114
+353
| +46% | +$7.29K | 0.01% | 501 |
|
|
2020
Q1 | $12K | Buy |
761
+486
| +177% | +$7.66K | ﹤0.01% | 616 |
|
|
2019
Q4 | $7K | Sell |
275
-99
| -26% | -$2.52K | ﹤0.01% | 862 |
|
|
2019
Q3 | $10K | Sell |
374
-267
| -42% | -$7.14K | ﹤0.01% | 700 |
|
|
2019
Q2 | $22K | Buy |
641
+1
| +0.2% | +$34 | 0.01% | 482 |
|
|
2019
Q1 | $21K | Buy |
640
+1
| +0.2% | +$33 | 0.01% | 441 |
|
|
2018
Q4 | $18K | Buy |
+639
| New | +$18K | 0.01% | 400 |
|