Mid Atlantic Financial Management’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $510K | Sell |
17,157
-1,774
| -9% | -$52.7K | 0.03% | 444 |
|
|
2021
Q2 | $606K | Buy |
18,931
+46
| +0.2% | +$1.47K | 0.04% | 403 |
|
|
2021
Q1 | $559K | Sell |
18,885
-1,376
| -7% | -$40.7K | 0.04% | 397 |
|
|
2020
Q4 | $506K | Sell |
20,261
-1,379
| -6% | -$34.4K | 0.04% | 394 |
|
|
2020
Q3 | $442K | Sell |
21,640
-2,536
| -10% | -$51.8K | 0.04% | 391 |
|
|
2020
Q2 | $507K | Buy |
24,176
+7,799
| +48% | +$164K | 0.05% | 332 |
|
|
2020
Q1 | $273K | Buy |
16,377
+707
| +5% | +$11.8K | 0.03% | 472 |
|
|
2019
Q4 | $407K | Buy |
15,670
+1,621
| +12% | +$42.1K | 0.04% | 451 |
|
|
2019
Q3 | $405K | Buy |
14,049
+3,052
| +28% | +$88K | 0.04% | 413 |
|
|
2019
Q2 | $383K | Sell |
10,997
-2,698
| -20% | -$94K | 0.04% | 445 |
|
|
2019
Q1 | $454K | Buy |
13,695
+421
| +3% | +$14K | 0.05% | 388 |
|
|
2018
Q4 | $394K | Buy |
+13,274
| New | +$394K | 0.05% | 399 |
|