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Cypress Wealth Services’s Franklin Resources BEN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q3
Sell
-121,140
Closed -$4.22M 254
2019
Q2
$4.22M Hold
121,140
1.22% 21
2019
Q1
$4.02M Buy
+121,140
New +$4.02M 1.27% 22