Atria Wealth Solutions’s Franklin Resources BEN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-8,879	Closed	-$239K	–	1866
2023 Q1	$239K	Sell	8,879 -113	-1%	-$3.05K	﹤0.01%	1549
2022 Q4	$237K	Sell	8,992 -515	-5%	-$13.6K	﹤0.01%	1493
2022 Q3	$205K	Buy	+9,507	New	+$205K	﹤0.01%	1533