Security National Trust’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 |
-122
| Closed | -$2K | – | 415 |
|
|
2020
Q1 | $2K | Hold |
122
| – | – | ﹤0.01% | 441 |
|
|
2019
Q4 | $3K | Buy |
+122
| New | +$3K | ﹤0.01% | 422 |
|
|
2016
Q4 | – | Sell |
-825
| Closed | -$29K | – | 426 |
|
|
2016
Q3 | $29K | Hold |
825
| – | – | 0.01% | 313 |
|
|
2016
Q2 | $28K | Hold |
825
| – | – | 0.01% | 312 |
|
|
2016
Q1 | $32K | Hold |
825
| – | – | 0.01% | 298 |
|
|
2015
Q4 | $30K | Hold |
825
| – | – | 0.01% | 299 |
|
|
2015
Q3 | $31K | Hold |
825
| – | – | 0.01% | 302 |
|
|
2015
Q2 | $40K | Hold |
825
| – | – | 0.01% | 298 |
|
|
2015
Q1 | $42K | Hold |
825
| – | – | 0.01% | 299 |
|
|
2014
Q4 | $46K | Hold |
825
| – | – | 0.02% | 283 |
|
|
2014
Q3 | $45K | Hold |
825
| – | – | 0.02% | 278 |
|
|
2014
Q2 | $48K | Sell |
825
-1,200
| -59% | -$69.8K | 0.02% | 280 |
|
|
2014
Q1 | $110K | Hold |
2,025
| – | – | 0.04% | 211 |
|
|
2013
Q4 | $117K | Hold |
2,025
| – | – | 0.05% | 200 |
|
|
2013
Q3 | $103K | Hold |
2,025
| – | – | 0.05% | 204 |
|
|
2013
Q2 | $91K | Buy |
+2,025
| New | +$91K | 0.04% | 211 |
|