Moody Aldrich Partners’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-32,143
| Closed | -$803K | – | 184 |
|
|
2020
Q4 | $803K | Hold |
32,143
| – | – | 0.13% | 123 |
|
|
2020
Q3 | $654K | Hold |
32,143
| – | – | 0.14% | 115 |
|
|
2020
Q2 | $674K | Sell |
32,143
-11,790
| -27% | -$247K | 0.14% | 117 |
|
|
2020
Q1 | $733K | Buy |
43,933
+15,620
| +55% | +$261K | 0.22% | 99 |
|
|
2019
Q4 | $736K | Sell |
28,313
-5,617
| -17% | -$146K | 0.15% | 104 |
|
|
2019
Q3 | $979K | Hold |
33,930
| – | – | 0.26% | 90 |
|
|
2019
Q2 | $1.18M | Buy |
+33,930
| New | +$1.18M | 0.3% | 86 |
|