Gideon Capital Advisors’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.6M | Buy |
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|
2019
Q3 | $722K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $242K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $595K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $2.27M | Buy |
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|
2014
Q4 | $976K | Buy |
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|
2014
Q3 | $435K | Sell |
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|
2014
Q2 | $5.49M | Buy |
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|
2014
Q1 | $2.13M | Buy |
|