LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Franklin Resources BEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-200
| Closed | -$5K | – | 602 |
|
|
2022
Q2 | $5K | Sell |
200
-743
| -79% | -$18.6K | ﹤0.01% | 573 |
|
|
2022
Q1 | $26K | Buy |
+943
| New | +$26K | ﹤0.01% | 498 |
|
|
2016
Q2 | – | Sell |
-1,239
| Closed | -$48K | – | 633 |
|
|
2016
Q1 | $48K | Sell |
1,239
-496
| -29% | -$19.2K | ﹤0.01% | 398 |
|
|
2015
Q4 | $64K | Sell |
1,735
-249
| -13% | -$9.19K | ﹤0.01% | 390 |
|
|
2015
Q3 | $97K | Hold |
1,984
| – | – | ﹤0.01% | 359 |
|
|
2015
Q2 | $97K | Sell |
1,984
-80
| -4% | -$3.91K | ﹤0.01% | 359 |
|
|
2015
Q1 | $106K | Hold |
2,064
| – | – | ﹤0.01% | 361 |
|
|
2014
Q4 | $114K | Hold |
2,064
| – | – | ﹤0.01% | 342 |
|
|
2014
Q3 | $113K | Sell |
2,064
-90
| -4% | -$4.93K | ﹤0.01% | 329 |
|
|
2014
Q2 | $125K | Hold |
2,154
| – | – | ﹤0.01% | 330 |
|
|
2014
Q1 | $117K | Hold |
2,154
| – | – | ﹤0.01% | 320 |
|
|
2013
Q4 | $124K | Buy |
2,154
+1,179
| +121% | +$67.9K | ﹤0.01% | 302 |
|
|
2013
Q3 | $49K | Buy |
975
+670
| +220% | +$33.7K | ﹤0.01% | 369 |
|
|
2013
Q2 | $41K | Buy |
+305
| New | +$41K | ﹤0.01% | 405 |
|