Boenning & Scattergood’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-9,025
| Closed | -$234K | – | 273 |
|
|
2019
Q4 | $234K | Sell |
9,025
-1,125
| -11% | -$29.2K | 0.06% | 268 |
|
|
2019
Q3 | $293K | Sell |
10,150
-700
| -6% | -$20.2K | 0.08% | 224 |
|
|
2019
Q2 | $377K | Hold |
10,850
| – | – | 0.11% | 199 |
|
|
2019
Q1 | $360K | Buy |
10,850
+350
| +3% | +$11.6K | 0.11% | 207 |
|
|
2018
Q4 | $311K | Buy |
+10,500
| New | +$311K | 0.11% | 205 |
|