Moneta Group Investment Advisors’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-450
| Closed | -$16K | – | 407 |
|
|
2018
Q1 | $16K | Hold |
450
| – | – | ﹤0.01% | 416 |
|
|
2017
Q4 | $19K | Buy |
+450
| New | +$19K | ﹤0.01% | 310 |
|
|
2015
Q4 | – | Sell |
-1,950
| Closed | -$73K | – | 163 |
|
|
2015
Q3 | $73K | Buy |
+1,950
| New | +$73K | 0.02% | 203 |
|
|
2013
Q3 | – | Sell |
-13,170
| Closed | -$597K | – | 117 |
|
|
2013
Q2 | $597K | Buy |
+13,170
| New | +$597K | 0.42% | 47 |
|