GWA
Guidant Wealth Advisors’s Franklin Resources BEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $222K | Sell |
7,682
-17,345
| -69% | -$501K | 0.08% | 104 |
|
|
2019
Q2 | $871K | Hold |
25,027
| – | – | 0.34% | 51 |
|
|
2019
Q1 | $829K | Buy |
25,027
+3,193
| +15% | +$106K | 0.32% | 53 |
|
|
2018
Q4 | $647K | Hold |
21,834
| – | – | 0.3% | 61 |
|
|
2018
Q3 | $665K | Buy |
21,834
+2,525
| +13% | +$76.9K | 0.28% | 30 |
|
|
2018
Q2 | $610K | Hold |
19,309
| – | – | 0.27% | 30 |
|
|
2018
Q1 | $645K | Hold |
19,309
| – | – | 0.29% | 30 |
|
|
2017
Q4 | $848K | Hold |
19,309
| – | – | 0.38% | 29 |
|
|
2017
Q3 | $863K | Buy |
19,309
+363
| +2% | +$16.2K | 0.61% | 28 |
|
|
2017
Q2 | $862K | Hold |
18,946
| – | – | 0.44% | 47 |
|
|
2017
Q1 | $784K | Hold |
18,946
| – | – | 0.41% | 48 |
|
|
2016
Q4 | $772K | Sell |
18,946
-291
| -2% | -$11.9K | 0.44% | 46 |
|
|
2016
Q3 | $688K | Buy |
+19,237
| New | +$688K | 0.42% | 49 |
|