Regal Investment Advisors’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-8,617
| Closed | -$317K | – | 250 |
|
|
2015
Q4 | $317K | Hold |
8,617
| – | – | 0.08% | 194 |
|
|
2015
Q3 | $321K | Buy |
8,617
+6,005
| +230% | +$224K | 0.08% | 180 |
|
|
2015
Q2 | $128K | Hold |
2,612
| – | – | 0.03% | 304 |
|
|
2015
Q1 | $134K | Buy |
2,612
+895
| +52% | +$45.9K | 0.03% | 295 |
|
|
2014
Q4 | $95K | Buy |
1,717
+522
| +44% | +$28.9K | 0.03% | 317 |
|
|
2014
Q3 | $65K | Buy |
+1,195
| New | +$65K | 0.02% | 371 |
|