Point View Wealth Management’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-8,658
| Closed | -$225K | – | 254 |
|
|
2019
Q4 | $225K | Sell |
8,658
-489
| -5% | -$12.7K | 0.09% | 237 |
|
|
2019
Q3 | $264K | Sell |
9,147
-491
| -5% | -$14.2K | 0.12% | 214 |
|
|
2019
Q2 | $335K | Sell |
9,638
-1,197
| -11% | -$41.6K | 0.14% | 184 |
|
|
2019
Q1 | $359K | Sell |
10,835
-886
| -8% | -$29.4K | 0.16% | 173 |
|
|
2018
Q4 | $348K | Sell |
11,721
-856
| -7% | -$25.4K | 0.18% | 165 |
|
|
2018
Q3 | $382K | Buy |
12,577
+46
| +0.4% | +$1.4K | 0.17% | 166 |
|
|
2018
Q2 | $402K | Sell |
12,531
-201
| -2% | -$6.45K | 0.19% | 158 |
|
|
2018
Q1 | $442K | Buy |
12,732
+753
| +6% | +$26.1K | 0.21% | 148 |
|
|
2017
Q4 | $519K | Hold |
11,979
| – | – | 0.25% | 136 |
|
|
2017
Q3 | $534K | Sell |
11,979
-325
| -3% | -$14.5K | 0.26% | 138 |
|
|
2017
Q2 | $551K | Buy |
12,304
+865
| +8% | +$38.7K | 0.27% | 130 |
|
|
2017
Q1 | $482K | Buy |
11,439
+1,494
| +15% | +$63K | 0.25% | 140 |
|
|
2016
Q4 | $394K | Buy |
9,945
+700
| +8% | +$27.7K | 0.23% | 145 |
|
|
2016
Q3 | $329K | Sell |
9,245
-240
| -3% | -$8.54K | 0.2% | 157 |
|
|
2016
Q2 | $317K | Buy |
9,485
+310
| +3% | +$10.4K | 0.19% | 157 |
|
|
2016
Q1 | $358K | Buy |
+9,175
| New | +$358K | 0.23% | 141 |
|