Financial Architects (New Jersey)’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-1,620
| Closed | -$56K | – | 1321 |
|
|
2018
Q1 | $56K | Sell |
1,620
-950
| -37% | -$32.8K | 0.01% | 520 |
|
|
2017
Q4 | $111K | Sell |
2,570
-1,110
| -30% | -$47.9K | 0.02% | 414 |
|
|
2017
Q3 | $164K | Sell |
3,680
-3,495
| -49% | -$156K | 0.03% | 347 |
|
|
2017
Q2 | $321K | Sell |
7,175
-1,115
| -13% | -$49.9K | 0.06% | 200 |
|
|
2017
Q1 | $349K | Buy |
+8,290
| New | +$349K | 0.06% | 181 |
|
|
2016
Q4 | – | Sell |
-70
| Closed | -$2K | – | 1361 |
|
|
2016
Q3 | $2K | Sell |
70
-420
| -86% | -$12K | ﹤0.01% | 1265 |
|
|
2016
Q2 | $16K | Buy |
490
+160
| +48% | +$5.22K | ﹤0.01% | 840 |
|
|
2016
Q1 | $13K | Buy |
+330
| New | +$13K | ﹤0.01% | 668 |
|