Liberty 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
2019
Q4
Sell
-30
Closed 908
2019
Q3
$0 Sell
30
-1,104
-97% ﹤0.01% 873
2019
Q2
$39K Buy
1,134
+1,104
+3,680% +$38K 0.03% 285
2019
Q1
$0 Sell
30
-130
-81% ﹤0.01% 739
2018
Q4
$4K Buy
+160
New +$4K ﹤0.01% 573