PWAG
Polaris Wealth Advisory Group’s Franklin Resources BEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,204
| Closed | -$208K | – | 162 |
|
|
2021
Q4 | $208K | Buy |
+6,204
| New | +$208K | 0.01% | 167 |
|
|
2021
Q3 | – | Sell |
-6,204
| Closed | -$200K | – | 175 |
|
|
2021
Q2 | $200K | Buy |
+6,204
| New | +$200K | 0.01% | 165 |
|
|
2019
Q3 | – | Sell |
-6,204
| Closed | -$217K | – | 151 |
|
|
2019
Q2 | $217K | Hold |
6,204
| – | – | 0.02% | 132 |
|
|
2019
Q1 | $210K | Buy |
+6,204
| New | +$210K | 0.02% | 148 |
|
|
2018
Q4 | – | Sell |
-6,204
| Closed | -$189K | – | 169 |
|
|
2018
Q3 | $189K | Hold |
6,204
| – | – | 0.01% | 160 |
|
|
2018
Q2 | $215K | Hold |
6,204
| – | – | 0.02% | 101 |
|
|
2018
Q1 | $215K | Hold |
6,204
| – | – | 0.02% | 134 |
|
|
2017
Q4 | $269K | Buy |
+6,204
| New | +$269K | 0.02% | 123 |
|