One Wealth Advisors’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-7,922
| Closed | -$229K | – | 116 |
|
|
2019
Q3 | $229K | Sell |
7,922
-1,203
| -13% | -$34.8K | 0.2% | 89 |
|
|
2019
Q2 | $318K | Sell |
9,125
-381
| -4% | -$13.3K | 0.26% | 63 |
|
|
2019
Q1 | $315K | Buy |
9,506
+288
| +3% | +$9.54K | 0.26% | 70 |
|
|
2018
Q4 | $273K | Buy |
+9,218
| New | +$273K | 0.27% | 63 |
|