Triad 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-131,345
| Closed | -$3.67M | – | 61 |
|
|
2022
Q1 | $3.67M | Sell |
131,345
-2,438
| -2% | -$68.1K | 3.47% | 9 |
|
|
2021
Q4 | $4.48M | Buy |
+133,783
| New | +$4.48M | 4.07% | 5 |
|
|
2020
Q4 | $3.35M | Sell |
133,924
-1,196
| -0.9% | -$29.9K | 3.72% | 9 |
|
|
2020
Q3 | $2.75M | Sell |
135,120
-7,575
| -5% | -$154K | 3.9% | 9 |
|
|
2020
Q2 | $2.99M | Buy |
142,695
+30,594
| +27% | +$641K | 4.05% | 5 |
|
|
2020
Q1 | $1.87M | Sell |
112,101
-257
| -0.2% | -$4.29K | 3.25% | 16 |
|
|
2019
Q4 | $2.92M | Buy |
112,358
+1,745
| +2% | +$45.3K | 2.83% | 17 |
|
|
2019
Q3 | $3.19M | Buy |
110,613
+2,836
| +3% | +$81.8K | 3.47% | 10 |
|
|
2019
Q2 | $3.75M | Sell |
107,777
-2,148
| -2% | -$74.8K | 3.88% | 6 |
|
|
2019
Q1 | $3.64M | Buy |
109,925
+4,487
| +4% | +$149K | 3.71% | 6 |
|
|
2018
Q4 | $3.16M | Buy |
+105,438
| New | +$3.16M | 4.13% | 3 |
|