Occidental Asset Management’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-8,592
| Closed | -$255K | – | 145 |
|
|
2018
Q4 | $255K | Buy |
8,592
+1,095
| +15% | +$32.5K | 0.14% | 118 |
|
|
2018
Q3 | $228K | Buy |
7,497
+978
| +15% | +$29.7K | 0.11% | 146 |
|
|
2018
Q2 | $209K | Buy |
6,519
+619
| +10% | +$19.8K | 0.11% | 144 |
|
|
2018
Q1 | $205K | Buy |
5,900
+74
| +1% | +$2.57K | 0.11% | 137 |
|
|
2017
Q4 | $252K | Buy |
+5,826
| New | +$252K | 0.13% | 126 |
|