Kelly Lawrence W & Associates’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-423
| Closed | -$15K | – | 135 |
|
|
2019
Q2 | $15K | Hold |
423
| – | – | ﹤0.01% | 122 |
|
|
2019
Q1 | $14K | Hold |
423
| – | – | ﹤0.01% | 120 |
|
|
2018
Q4 | $13K | Hold |
423
| – | – | ﹤0.01% | 122 |
|
|
2018
Q3 | $13K | Hold |
423
| – | – | ﹤0.01% | 129 |
|
|
2018
Q2 | $14K | Hold |
423
| – | – | ﹤0.01% | 128 |
|
|
2018
Q1 | $15K | Hold |
423
| – | – | ﹤0.01% | 130 |
|
|
2017
Q4 | $18K | Buy |
+423
| New | +$18K | ﹤0.01% | 140 |
|
|
2017
Q2 | – | Sell |
-3
| Closed | – | – | 139 |
|
|
2017
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 173 |
|