Brinker Capital Investments’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-79,134
| Closed | -$2.65M | – | 1380 |
|
|
2021
Q4 | $2.65M | Sell |
79,134
-6,821
| -8% | -$228K | 0.04% | 467 |
|
|
2021
Q3 | $2.76M | Hold |
85,955
| – | – | 0.04% | 440 |
|
|
2021
Q2 | $2.76M | Buy |
85,955
+6,316
| +8% | +$203K | 0.04% | 496 |
|
|
2021
Q1 | $2.37M | Buy |
+79,639
| New | +$2.37M | 0.04% | 462 |
|
|
2020
Q4 | – | Sell |
-71,225
| Closed | -$1.46M | – | 1030 |
|
|
2020
Q3 | $1.46M | Buy |
+71,225
| New | +$1.46M | 0.03% | 574 |
|