Gupta Wealth Management’s Franklin Resources BEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q1
Sell
-1,022
Closed -$38K 1158
2015
Q4
$38K Buy
+1,022
New +$38K 0.01% 481
2015
Q3
Sell
-30
Closed -$1K 1263
2015
Q2
$1K Sell
30
-350
-92% -$11.7K ﹤0.01% 1185
2015
Q1
$20K Buy
+380
New +$20K 0.01% 596