San Francisco Sentry Investment Group’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $2K | Hold |
74
| – | – | ﹤0.01% | 626 |
|
|
2021
Q1 | $2K | Hold |
74
| – | – | ﹤0.01% | 658 |
|
|
2020
Q4 | $2K | Hold |
74
| – | – | ﹤0.01% | 619 |
|
|
2020
Q3 | $2K | Hold |
74
| – | – | ﹤0.01% | 591 |
|
|
2020
Q2 | $2K | Sell |
74
-60
| -45% | -$1.62K | ﹤0.01% | 581 |
|
|
2020
Q1 | $2K | Buy |
+134
| New | +$2K | ﹤0.01% | 646 |
|
|
2019
Q3 | – | Sell |
-73
| Closed | -$3K | – | 895 |
|
|
2019
Q2 | $3K | Hold |
73
| – | – | ﹤0.01% | 669 |
|
|
2019
Q1 | $2K | Sell |
73
-85
| -54% | -$2.33K | ﹤0.01% | 744 |
|
|
2018
Q4 | $5K | Sell |
158
-127
| -45% | -$4.02K | ﹤0.01% | 622 |
|
|
2018
Q3 | $9K | Buy |
285
+142
| +99% | +$4.48K | ﹤0.01% | 580 |
|
|
2018
Q2 | $4K | Sell |
143
-126
| -47% | -$3.52K | ﹤0.01% | 643 |
|
|
2018
Q1 | $10K | Hold |
269
| – | – | ﹤0.01% | 681 |
|
|
2017
Q4 | $11K | Hold |
269
| – | – | ﹤0.01% | 657 |
|
|
2017
Q3 | $12K | Buy |
269
+196
| +268% | +$8.74K | ﹤0.01% | 621 |
|
|
2017
Q2 | $3K | Buy |
+73
| New | +$3K | ﹤0.01% | 645 |
|