Proficio Capital Partners’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-215
| Closed | -$7K | – | 292 |
|
|
2019
Q2 | $7K | Sell |
215
-16
| -7% | -$521 | ﹤0.01% | 1063 |
|
|
2019
Q1 | $8K | Hold |
231
| – | – | ﹤0.01% | 937 |
|
|
2018
Q4 | $7K | Buy |
+231
| New | +$7K | ﹤0.01% | 793 |
|
|
2018
Q2 | – | Sell |
-7
| Closed | – | – | 1281 |
|
|
2018
Q1 | $0 | Sell |
7
-6
| -46% | – | ﹤0.01% | 1283 |
|
|
2017
Q4 | $1K | Hold |
13
| – | – | ﹤0.01% | 1154 |
|
|
2017
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 1143 |
|
|
2017
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 1143 |
|
|
2017
Q1 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 1192 |
|
|
2016
Q2 | – | Sell |
-100
| Closed | -$4K | – | 1022 |
|
|
2016
Q1 | $4K | Buy |
100
+65
| +186% | +$2.6K | ﹤0.01% | 543 |
|
|
2015
Q4 | $1K | Buy |
+35
| New | +$1K | ﹤0.01% | 750 |
|