Evolution 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-210
| Closed | -$6K | – | 204 |
|
|
2021
Q3 | $6K | Hold |
210
| – | – | ﹤0.01% | 471 |
|
|
2021
Q2 | $7K | Hold |
210
| – | – | ﹤0.01% | 452 |
|
|
2021
Q1 | $6K | Hold |
210
| – | – | ﹤0.01% | 495 |
|
|
2020
Q4 | $5K | Hold |
210
| – | – | ﹤0.01% | 434 |
|
|
2020
Q3 | $4K | Hold |
210
| – | – | ﹤0.01% | 451 |
|
|
2020
Q2 | $4K | Buy |
+210
| New | +$4K | ﹤0.01% | 382 |
|
|
2019
Q3 | – | Sell |
-62
| Closed | -$2K | – | 489 |
|
|
2019
Q2 | $2K | Buy |
+62
| New | +$2K | ﹤0.01% | 384 |
|