Inlet Private Wealth’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-9,600
| Closed | -$249K | – | 128 |
|
|
2019
Q4 | $249K | Sell |
9,600
-3,500
| -27% | -$90.8K | 0.08% | 129 |
|
|
2019
Q3 | $378K | Sell |
13,100
-11,900
| -48% | -$343K | 0.14% | 105 |
|
|
2019
Q2 | $880K | Sell |
25,000
-33,300
| -57% | -$1.17M | 0.32% | 80 |
|
|
2019
Q1 | $1.93M | Sell |
58,300
-700
| -1% | -$23.2K | 0.78% | 40 |
|
|
2018
Q4 | $1.75M | Buy |
+59,000
| New | +$1.75M | 0.94% | 26 |
|