Berman Capital Advisors’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $56K | Buy |
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|
2021
Q2 | $50K | Buy |
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|
2021
Q1 | $44K | Sell |
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|
2020
Q4 | $40K | Sell |
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|
2020
Q3 | $36K | Buy |
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|
2020
Q2 | $23K | Buy |
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|
2020
Q1 | $12K | Buy |
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|
2019
Q4 | $7K | Sell |
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|
2019
Q3 | $10K | Sell |
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|
2019
Q2 | $22K | Buy |
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|
2019
Q1 | $21K | Buy |
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|
2018
Q4 | $18K | Buy |
|