Integrated Wealth Management’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-307
| Closed | -$11K | – | 306 |
|
|
2016
Q3 | $11K | Sell |
307
-122
| -28% | -$4.37K | ﹤0.01% | 732 |
|
|
2016
Q2 | $14K | Sell |
429
-2,181
| -84% | -$71.2K | 0.01% | 669 |
|
|
2016
Q1 | $102K | Sell |
2,610
-165
| -6% | -$6.45K | 0.04% | 282 |
|
|
2015
Q4 | $102K | Sell |
2,775
-227
| -8% | -$8.34K | 0.04% | 277 |
|
|
2015
Q3 | $112K | Sell |
3,002
-233
| -7% | -$8.69K | 0.05% | 257 |
|
|
2015
Q2 | $159K | Sell |
3,235
-60
| -2% | -$2.95K | 0.06% | 222 |
|
|
2015
Q1 | $169K | Buy |
+3,295
| New | +$169K | 0.07% | 213 |
|