Insight 2811 Inc’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 |
-11,200
| Closed | -$291K | – | 69 |
|
|
2019
Q4 | $291K | Sell |
11,200
-2,000
| -15% | -$52K | 0.19% | 66 |
|
|
2019
Q3 | $381K | Sell |
13,200
-2,700
| -17% | -$77.9K | 0.27% | 55 |
|
|
2019
Q2 | $560K | Sell |
15,900
-1,600
| -9% | -$56.4K | 0.4% | 41 |
|
|
2019
Q1 | $580K | Sell |
17,500
-1,654
| -9% | -$54.8K | 0.44% | 41 |
|
|
2018
Q4 | $568K | Sell |
19,154
-7,800
| -29% | -$231K | 0.48% | 40 |
|
|
2018
Q3 | $820K | Buy |
26,954
+400
| +2% | +$12.2K | 0.55% | 35 |
|
|
2018
Q2 | $851K | Buy |
26,554
+10,300
| +63% | +$330K | 0.59% | 29 |
|
|
2018
Q1 | $564K | Buy |
16,254
+10,400
| +178% | +$361K | 0.4% | 44 |
|
|
2017
Q4 | $254K | Hold |
5,854
| – | – | 0.19% | 67 |
|
|
2017
Q3 | $261K | Hold |
5,854
| – | – | 0.19% | 66 |
|
|
2017
Q2 | $262K | Sell |
5,854
-200
| -3% | -$8.95K | 0.2% | 67 |
|
|
2017
Q1 | $255K | Buy |
6,054
+254
| +4% | +$10.7K | 0.2% | 66 |
|
|
2016
Q4 | $230K | Buy |
+5,800
| New | +$230K | 0.19% | 61 |
|