LFASL
Lugano Financial Advisors SA (LFA)’s Franklin Resources BEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-8,380
| Closed | -$209K | – | 96 |
|
|
2020
Q4 | $209K | Hold |
8,380
| – | – | 0.16% | 60 |
|
|
2020
Q3 | $176K | Hold |
8,380
| – | – | 0.16% | 65 |
|
|
2020
Q2 | $181K | Hold |
8,380
| – | – | 0.19% | 60 |
|
|
2020
Q1 | $212K | Hold |
8,380
| – | – | 0.19% | 66 |
|
|
2019
Q4 | $218K | Buy |
+8,380
| New | +$218K | 0.16% | 68 |
|
|
2019
Q2 | $292K | Hold |
8,380
| – | – | 0.18% | 51 |
|
|
2019
Q1 | $277K | Hold |
8,380
| – | – | 0.17% | 55 |
|
|
2018
Q4 | $255K | Hold |
8,380
| – | – | 0.18% | 64 |
|
|
2018
Q3 | $255K | Buy |
8,380
+2,335
| +39% | +$71.1K | 0.18% | 64 |
|
|
2018
Q2 | $192K | Buy |
+6,045
| New | +$192K | 0.18% | 62 |
|