Greenwood Gearhart’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-11,084
| Closed | -$185K | – | 63 |
|
|
2020
Q1 | $185K | Sell |
11,084
-136,382
| -92% | -$2.28M | 0.06% | 66 |
|
|
2019
Q4 | $3.83M | Sell |
147,466
-6,327
| -4% | -$164K | 0.99% | 44 |
|
|
2019
Q3 | $4.44M | Buy |
153,793
+6,799
| +5% | +$196K | 1.23% | 40 |
|
|
2019
Q2 | $5.12M | Buy |
146,994
+4,566
| +3% | +$159K | 1.37% | 38 |
|
|
2019
Q1 | $4.72M | Buy |
142,428
+4,482
| +3% | +$149K | 1.38% | 39 |
|
|
2018
Q4 | $4.09M | Buy |
137,946
+3,093
| +2% | +$91.7K | 1.36% | 39 |
|
|
2018
Q3 | $4.1M | Buy |
134,853
+21,880
| +19% | +$665K | 1.15% | 46 |
|
|
2018
Q2 | $3.62M | Buy |
112,973
+9,189
| +9% | +$295K | 1.08% | 48 |
|
|
2018
Q1 | $3.6M | Buy |
+103,784
| New | +$3.6M | 1.1% | 47 |
|