YorkBridge Wealth Partners’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-92
| Closed | -$3K | – | 755 |
|
|
2018
Q2 | $3K | Hold |
92
| – | – | ﹤0.01% | 723 |
|
|
2018
Q1 | $3K | Hold |
92
| – | – | ﹤0.01% | 711 |
|
|
2017
Q4 | $4K | Hold |
92
| – | – | ﹤0.01% | 718 |
|
|
2017
Q3 | $4K | Hold |
92
| – | – | ﹤0.01% | 720 |
|
|
2017
Q2 | $4K | Hold |
92
| – | – | ﹤0.01% | 717 |
|
|
2017
Q1 | $4K | Hold |
92
| – | – | ﹤0.01% | 702 |
|
|
2016
Q4 | $4K | Buy |
+92
| New | +$4K | ﹤0.01% | 691 |
|