JOYN Advisors’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-836
| Closed | -$25K | – | 252 |
|
2018
Q4 | $25K | Sell |
836
-155
| -16% | -$4.64K | 0.01% | 571 |
|
2018
Q3 | $30K | Sell |
991
-119
| -11% | -$3.6K | 0.01% | 544 |
|
2018
Q2 | $36K | Buy |
1,110
+940
| +553% | +$30.5K | 0.01% | 485 |
|
2018
Q1 | $6K | Buy |
+170
| New | +$6K | ﹤0.01% | 823 |
|