BWM
Brickley Wealth Management’s Franklin Resources BEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-37,998
| Closed | -$1.26M | – | 43 |
|
|
2019
Q1 | $1.26M | Hold |
37,998
| – | – | 0.56% | 21 |
|
|
2018
Q4 | $1.13M | Sell |
37,998
-3,299
| -8% | -$97.8K | 0.55% | 21 |
|
|
2018
Q3 | $1.26M | Sell |
41,297
-7,873
| -16% | -$239K | 0.59% | 20 |
|
|
2018
Q2 | $1.58M | Hold |
49,170
| – | – | 0.73% | 18 |
|
|
2018
Q1 | $1.71M | Hold |
49,170
| – | – | 0.86% | 16 |
|
|
2017
Q4 | $2.13M | Buy |
+49,170
| New | +$2.13M | 1.13% | 15 |
|