Lenox 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-390
| Closed | -$15K | – | 249 |
|
|
2015
Q3 | $15K | Hold |
390
| – | – | 0.01% | 99 |
|
|
2015
Q2 | $19K | Hold |
390
| – | – | 0.01% | 100 |
|
|
2015
Q1 | $20K | Hold |
390
| – | – | 0.01% | 100 |
|
|
2014
Q4 | $21K | Hold |
390
| – | – | 0.01% | 103 |
|
|
2014
Q3 | $21K | Hold |
390
| – | – | 0.01% | 107 |
|
|
2014
Q2 | $23K | Sell |
390
-192
| -33% | -$11.3K | 0.02% | 106 |
|
|
2014
Q1 | $32K | Sell |
582
-215
| -27% | -$11.8K | 0.02% | 103 |
|
|
2013
Q4 | $46K | Buy |
+797
| New | +$46K | 0.03% | 91 |
|