Winslow Evans & Crocker’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 |
-88
| Closed | -$4K | – | 1157 |
|
|
2019
Q1 | $4K | Buy |
+88
| New | +$4K | ﹤0.01% | 988 |
|
|
2015
Q4 | – | Sell |
-400
| Closed | -$14.9K | – | 1375 |
|
|
2015
Q3 | $14.9K | Hold |
400
| – | – | ﹤0.01% | 794 |
|
|
2015
Q2 | $19.6K | Sell |
400
-1,050
| -72% | -$51.5K | 0.01% | 766 |
|
|
2015
Q1 | $74.4K | Hold |
1,450
| – | – | 0.02% | 477 |
|
|
2014
Q4 | $80.3K | Sell |
1,450
-532
| -27% | -$29.5K | 0.02% | 457 |
|
|
2014
Q3 | $108K | Buy |
1,982
+932
| +89% | +$50.9K | 0.03% | 408 |
|
|
2014
Q2 | $60.7K | Hold |
1,050
| – | – | 0.02% | 458 |
|
|
2014
Q1 | $56.9K | Hold |
1,050
| – | – | 0.02% | 463 |
|
|
2013
Q4 | $61K | Buy |
+1,050
| New | +$61K | 0.02% | 480 |
|