Independence Advisors’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-5,937
| Closed | -$206K | – | 81 |
|
|
2018
Q1 | $206K | Hold |
5,937
| – | – | 0.07% | 72 |
|
|
2017
Q4 | $257K | Hold |
5,937
| – | – | 0.09% | 66 |
|
|
2017
Q3 | $264K | Sell |
5,937
-563
| -9% | -$25K | 0.11% | 59 |
|
|
2017
Q2 | $291K | Hold |
6,500
| – | – | 0.12% | 54 |
|
|
2017
Q1 | $274K | Hold |
6,500
| – | – | 0.11% | 57 |
|
|
2016
Q4 | $257K | Hold |
6,500
| – | – | 0.11% | 58 |
|
|
2016
Q3 | $231K | Hold |
6,500
| – | – | 0.11% | 63 |
|
|
2016
Q2 | $217K | Buy |
+6,500
| New | +$217K | 0.11% | 47 |
|