Sonora Investment Management’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $3K | Buy |
+108
| New | +$3K | ﹤0.01% | 925 |
|
|
2020
Q4 | – | Sell |
-73
| Closed | -$1K | – | 1689 |
|
|
2020
Q3 | $1K | Hold |
73
| – | – | ﹤0.01% | 1699 |
|
|
2020
Q2 | $2K | Buy |
+73
| New | +$2K | ﹤0.01% | 1561 |
|
|
2018
Q3 | – | Sell |
-50
| Closed | -$2K | – | 1213 |
|
|
2018
Q2 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 1063 |
|
|
2015
Q4 | – | Sell |
-140
| Closed | -$5K | – | 820 |
|
|
2015
Q3 | $5K | Buy |
+140
| New | +$5K | ﹤0.01% | 694 |
|