TRUE Private Wealth Advisors’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,250
| Closed | -$31K | – | 278 |
|
|
2020
Q4 | $31K | Hold |
1,250
| – | – | 0.01% | 403 |
|
|
2020
Q3 | $25K | Hold |
1,250
| – | – | ﹤0.01% | 398 |
|
|
2020
Q2 | $26K | Hold |
1,250
| – | – | ﹤0.01% | 389 |
|
|
2020
Q1 | $21K | Hold |
1,250
| – | – | ﹤0.01% | 375 |
|
|
2019
Q4 | $32K | Buy |
+1,250
| New | +$32K | ﹤0.01% | 421 |
|
|
2019
Q3 | – | Sell |
-1,250
| Closed | -$43K | – | 265 |
|
|
2019
Q2 | $43K | Buy |
+1,250
| New | +$43K | 0.01% | 364 |
|