CSat Investment Advisory’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $107K | Sell |
3,626
-1
| -0% | -$30 | 0.09% | 80 |
|
|
2020
Q4 | $91K | Sell |
3,627
-1,263
| -26% | -$31.7K | 0.08% | 82 |
|
|
2020
Q3 | $100K | Buy |
4,890
+818
| +20% | +$16.7K | 0.01% | 460 |
|
|
2020
Q2 | $85K | Buy |
4,072
+1,339
| +49% | +$28K | 0.01% | 529 |
|
|
2020
Q1 | $46K | Buy |
2,733
+2
| +0.1% | +$34 | 0.01% | 541 |
|
|
2019
Q4 | $71K | Buy |
2,731
+534
| +24% | +$13.9K | 0.02% | 477 |
|
|
2019
Q3 | $63K | Buy |
2,197
+583
| +36% | +$16.7K | 0.02% | 422 |
|
|
2019
Q2 | $56K | Buy |
1,614
+617
| +62% | +$21.4K | 0.02% | 441 |
|
|
2019
Q1 | $33K | Buy |
997
+152
| +18% | +$5.03K | 0.02% | 204 |
|
|
2018
Q4 | $25K | Buy |
845
+98
| +13% | +$2.9K | 0.01% | 217 |
|
|
2018
Q3 | $23K | Buy |
747
+289
| +63% | +$8.9K | 0.01% | 200 |
|
|
2018
Q2 | $15K | Buy |
+458
| New | +$15K | 0.01% | 252 |
|