Wealthspire Advisors (Maryland)’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,910
| Closed | -$63K | – | 629 |
|
|
2019
Q1 | $63K | Sell |
1,910
-33
| -2% | -$1.09K | ﹤0.01% | 807 |
|
|
2018
Q4 | $58K | Buy |
1,943
+982
| +102% | +$29.3K | 0.01% | 792 |
|
|
2018
Q3 | $29K | Sell |
961
-57
| -6% | -$1.72K | ﹤0.01% | 1160 |
|
|
2018
Q2 | $33K | Sell |
1,018
-4
| -0.4% | -$130 | ﹤0.01% | 1106 |
|
|
2018
Q1 | $35K | Sell |
1,022
-77
| -7% | -$2.64K | ﹤0.01% | 1112 |
|
|
2017
Q4 | $48K | Buy |
1,099
+145
| +15% | +$6.33K | ﹤0.01% | 1025 |
|
|
2017
Q3 | $42K | Sell |
954
-62
| -6% | -$2.73K | ﹤0.01% | 1040 |
|
|
2017
Q2 | $46K | Buy |
1,016
+266
| +35% | +$12K | 0.01% | 975 |
|
|
2017
Q1 | $32K | Buy |
750
+108
| +17% | +$4.61K | ﹤0.01% | 931 |
|
|
2016
Q4 | $25K | Buy |
642
+12
| +2% | +$467 | ﹤0.01% | 952 |
|
|
2016
Q3 | $22K | Buy |
630
+6
| +1% | +$210 | ﹤0.01% | 1022 |
|
|
2016
Q2 | $21K | Hold |
624
| – | – | ﹤0.01% | 980 |
|
|
2016
Q1 | $24K | Sell |
624
-40
| -6% | -$1.54K | ﹤0.01% | 895 |
|
|
2015
Q4 | $24K | Buy |
+664
| New | +$24K | ﹤0.01% | 913 |
|