National Investment Services of America’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 |
-34,089
| Closed | -$852K | – | 9 |
|
2020
Q4 | $852K | Sell |
34,089
-44,285
| -57% | -$1.11M | 1.52% | 29 |
|
2020
Q3 | $1.6M | Sell |
78,374
-3,362
| -4% | -$68.4K | 2.25% | 12 |
|
2020
Q2 | $1.71M | Sell |
81,736
-1,577
| -2% | -$33.1K | 2.44% | 11 |
|
2020
Q1 | $1.39M | Sell |
83,313
-3,002
| -3% | -$50.1K | 2.21% | 13 |
|
2019
Q4 | $2.24M | Buy |
+86,315
| New | +$2.24M | 2.42% | 10 |
|