Accel Wealth Management’s Franklin Resources BEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-1,600
Closed -$47K 901
2021
Q1
$47K Sell
1,600
-100
-6% -$2.94K 0.04% 327
2020
Q4
$42K Buy
+1,700
New +$42K 0.04% 327