Loudon Investment Management’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-22,084
| Closed | -$369K | – | 79 |
|
|
2020
Q1 | $369K | Sell |
22,084
-2,276
| -9% | -$38K | 0.39% | 58 |
|
|
2019
Q4 | $633K | Hold |
24,360
| – | – | 0.49% | 55 |
|
|
2019
Q3 | $703K | Sell |
24,360
-400
| -2% | -$11.5K | 0.59% | 50 |
|
|
2019
Q2 | $862K | Hold |
24,760
| – | – | 0.73% | 44 |
|
|
2019
Q1 | $821K | Buy |
24,760
+3,905
| +19% | +$129K | 0.72% | 41 |
|
|
2018
Q4 | $619K | Buy |
20,855
+6,945
| +50% | +$206K | 0.59% | 52 |
|
|
2018
Q3 | $423K | Buy |
+13,910
| New | +$423K | 0.34% | 67 |
|