Sargent Bickham Lagudis’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 |
-1,169
| Closed | -$32K | – | 715 |
|
|
2019
Q2 | $32K | Hold |
1,169
| – | – | ﹤0.01% | 424 |
|
|
2019
Q1 | $32K | Hold |
1,169
| – | – | ﹤0.01% | 447 |
|
|
2018
Q4 | $32K | Hold |
1,169
| – | – | ﹤0.01% | 421 |
|
|
2018
Q3 | $49K | Hold |
1,169
| – | – | 0.01% | 369 |
|
|
2018
Q2 | $49K | Hold |
1,169
| – | – | 0.01% | 359 |
|
|
2018
Q1 | $49K | Hold |
1,169
| – | – | 0.01% | 364 |
|
|
2017
Q4 | $49K | Hold |
1,169
| – | – | 0.01% | 374 |
|
|
2017
Q3 | $49K | Hold |
1,169
| – | – | 0.01% | 366 |
|
|
2017
Q2 | $49K | Hold |
1,169
| – | – | 0.01% | 360 |
|
|
2017
Q1 | $46K | Hold |
1,169
| – | – | 0.01% | 373 |
|
|
2016
Q4 | $46K | Hold |
1,169
| – | – | 0.01% | 352 |
|
|
2016
Q3 | $46 | Hold |
1,169
| – | – | 0.01% | 363 |
|
|
2016
Q2 | $46K | Hold |
1,169
| – | – | 0.01% | 349 |
|
|
2016
Q1 | $46K | Buy |
+1,169
| New | +$46K | 0.01% | 367 |
|