CMBA
C.M. Bidwell & Associates’s Franklin Resources BEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-6,435
| Closed | -$224K | – | 417 |
|
|
2019
Q2 | $224K | Sell |
6,435
-940
| -13% | -$32.7K | 0.22% | 116 |
|
|
2019
Q1 | $244K | Buy |
+7,375
| New | +$244K | 0.24% | 110 |
|
|
2018
Q2 | – | Sell |
-805
| Closed | -$28K | – | 410 |
|
|
2018
Q1 | $28K | Hold |
805
| – | – | 0.03% | 272 |
|
|
2017
Q4 | $35K | Sell |
805
-13,795
| -94% | -$600K | 0.03% | 262 |
|
|
2017
Q3 | $650K | Sell |
14,600
-194,345
| -93% | -$8.65M | 1% | 25 |
|
|
2017
Q2 | $9.36M | Buy |
+208,945
| New | +$9.36M | 2% | 6 |
|