Omnia Family Wealth’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 |
-27
| Closed | -$1K | – | 570 |
|
|
2018
Q1 | $1K | Hold |
27
| – | – | ﹤0.01% | 528 |
|
|
2017
Q4 | $1K | Hold |
27
| – | – | ﹤0.01% | 548 |
|
|
2017
Q3 | $1K | Sell |
27
-224
| -89% | -$8.3K | ﹤0.01% | 550 |
|
|
2017
Q2 | $11K | Hold |
251
| – | – | 0.01% | 268 |
|
|
2017
Q1 | $11K | Hold |
251
| – | – | 0.01% | 269 |
|
|
2016
Q4 | $10K | Buy |
+251
| New | +$10K | 0.01% | 287 |
|