Legacy Financial 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
Q3 | – | Sell |
-14,898
| Closed | -$518K | – | 114 |
|
|
2019
Q2 | $518K | Sell |
14,898
-237
| -2% | -$8.24K | 0.18% | 58 |
|
|
2019
Q1 | $502K | Buy |
15,135
+295
| +2% | +$9.79K | 0.17% | 57 |
|
|
2018
Q4 | $440K | Sell |
14,840
-300
| -2% | -$8.9K | 0.17% | 57 |
|
|
2018
Q3 | $460K | Buy |
+15,140
| New | +$460K | 0.17% | 54 |
|
|
2018
Q1 | – | Sell |
-58
| Closed | -$2K | – | 819 |
|
|
2017
Q4 | $2K | Buy |
+58
| New | +$2K | ﹤0.01% | 726 |
|