Icon Wealth Partners’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-423
| Closed | -$14K | – | 225 |
|
|
2019
Q1 | $14K | Buy |
+423
| New | +$14K | 0.01% | 619 |
|
|
2018
Q3 | – | Sell |
-536
| Closed | -$17K | – | 316 |
|
|
2018
Q2 | $17K | Buy |
+536
| New | +$17K | 0.01% | 617 |
|
|
2018
Q1 | – | Sell |
-390
| Closed | -$17K | – | 307 |
|
|
2017
Q4 | $17K | Buy |
+390
| New | +$17K | 0.01% | 636 |
|