CLA (CliftonLarsonAllen) Wealth Advisors’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-17,984
| Closed | -$800K | – | 126 |
|
|
2017
Q3 | $800K | Buy |
17,984
+229
| +1% | +$10.2K | 0.08% | 108 |
|
|
2017
Q2 | $795K | Buy |
17,755
+1,220
| +7% | +$54.6K | 0.09% | 100 |
|
|
2017
Q1 | $697K | Buy |
16,535
+996
| +6% | +$42K | 0.08% | 109 |
|
|
2016
Q4 | $615K | Buy |
15,539
+3,922
| +34% | +$155K | 0.07% | 111 |
|
|
2016
Q3 | $413K | Buy |
+11,617
| New | +$413K | 0.05% | 113 |
|