Altshuler Shaham’s Franklin Resources BEN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,025
Closed -$20.7K 345
2024
Q3
$20.7K Sell
1,025
-200
-16% -$4.03K ﹤0.01% 180
2024
Q2
$27.4K Buy
+1,225
New +$27.4K ﹤0.01% 134
2023
Q2
Sell
-4,301
Closed -$116K 313
2023
Q1
$116K Buy
4,301
+213
+5% +$5.74K ﹤0.01% 119
2022
Q4
$108K Sell
4,088
-800
-16% -$21.1K ﹤0.01% 129
2022
Q3
$109K Sell
4,888
-565
-10% -$12.6K ﹤0.01% 154
2022
Q2
$127K Buy
+5,453
New +$127K ﹤0.01% 154
2021
Q3
Sell
-202
Closed -$7K 515
2021
Q2
$7K Buy
+202
New +$7K ﹤0.01% 538