Price Wealth’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-235
| Closed | -$4K | – | 419 |
|
|
2020
Q1 | $4K | Buy |
235
+185
| +370% | +$3.15K | ﹤0.01% | 210 |
|
|
2019
Q4 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 275 |
|
|
2019
Q3 | – | Sell |
-7,425
| Closed | -$258K | – | 284 |
|
|
2019
Q2 | $258K | Hold |
7,425
| – | – | 0.08% | 71 |
|
|
2019
Q1 | $246K | Hold |
7,425
| – | – | 0.09% | 62 |
|
|
2018
Q4 | $220K | Hold |
7,425
| – | – | 0.09% | 61 |
|
|
2018
Q3 | $226K | Buy |
7,425
+7,127
| +2,392% | +$217K | 0.08% | 57 |
|
|
2018
Q2 | $10K | Buy |
298
+149
| +100% | +$5K | ﹤0.01% | 296 |
|
|
2018
Q1 | $5K | Sell |
149
-149
| -50% | -$5K | ﹤0.01% | 225 |
|
|
2017
Q4 | $12K | Buy |
+298
| New | +$12K | 0.01% | 167 |
|