Affinity 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
2022 Q2	–	Sell	-9,457	Closed	-$250K	–	97
2022 Q1	$250K	Buy	9,457 +539	+6%	+$14.2K	0.05%	90
2021 Q4	$302K	Sell	8,918 -32	-0.4%	-$1.08K	0.06%	87
2021 Q3	$265K	Buy	+8,950	New	+$265K	0.05%	99