Squar Milner Financial Services’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	-3,300	Closed	-$115K	–	267
2019 Q2	$115K	Sell	3,300 -850	-20%	-$29.6K	0.08%	256
2019 Q1	$137K	Buy	4,150 +850	+26%	+$28.1K	0.1%	217
2018 Q4	$98K	Hold	3,300	–	–	0.09%	226
2018 Q3	$100K	Buy	+3,300	New	+$100K	0.09%	239