Inlet Private Wealth’s Franklin Resources BEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
2019
Q4
$249K Sell
2019
Q3
$378K Sell
2019
Q2
$880K Sell
2019
Q1
$1.93M Sell
2018
Q4
$1.75M Buy