Nicola Wealth Management’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
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|
2020
Q3 | $4.58M | Hold |
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|
2020
Q2 | $4.72M | Hold |
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|
2020
Q1 | $3.76M | Sell |
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|
2019
Q4 | $7.68M | Buy |
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|
2019
Q3 | $7.37M | Buy |
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|
2019
Q2 | $7.67M | Hold |
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|
2019
Q1 | $7.31M | Sell |
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|
2018
Q4 | $8.02M | Hold |
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|
2018
Q3 | $8.23M | Buy |
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|
2018
Q2 | $7.21M | Buy |
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|
2018
Q1 | $3.99M | Buy |
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