Destination Wealth Management’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-504
| Closed | -$17K | – | 571 |
|
|
2019
Q1 | $17K | Hold |
504
| – | – | ﹤0.01% | 397 |
|
|
2018
Q4 | $15K | Sell |
504
-258
| -34% | -$7.68K | ﹤0.01% | 372 |
|
|
2018
Q3 | $23K | Buy |
+762
| New | +$23K | ﹤0.01% | 383 |
|
|
2018
Q2 | – | Sell |
-504
| Closed | -$17K | – | 518 |
|
|
2018
Q1 | $17K | Buy |
+504
| New | +$17K | ﹤0.01% | 350 |
|
|
2015
Q3 | – | Sell |
-5,211
| Closed | -$256K | – | 124 |
|
|
2015
Q2 | $256K | Buy |
+5,211
| New | +$256K | 0.02% | 211 |
|