Zeke Capital Advisors’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-37,378
| Closed | -$1.08M | – | 544 |
|
|
2019
Q3 | $1.08M | Buy |
+37,378
| New | +$1.08M | 0.1% | 173 |
|
|
2018
Q4 | – | Sell |
-11,357
| Closed | -$345K | – | 543 |
|
|
2018
Q3 | $345K | Buy |
+11,357
| New | +$345K | 0.03% | 489 |
|
|
2017
Q4 | – | Sell |
-7,175
| Closed | -$319K | – | 574 |
|
|
2017
Q3 | $319K | Buy |
+7,175
| New | +$319K | 0.04% | 314 |
|