Avion Wealth’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $0 | Sell |
28
-21
| -43% | – | ﹤0.01% | 1172 |
|
|
2025
Q1 | $0 | Buy |
+49
| New | – | ﹤0.01% | 1024 |
|
|
2024
Q4 | – | Sell |
-49
| Closed | – | – | 1009 |
|
|
2024
Q3 | $0 | Sell |
49
-3
| -6% | – | ﹤0.01% | 1003 |
|
|
2024
Q2 | $1K | Hold |
52
| – | – | ﹤0.01% | 686 |
|
|
2024
Q1 | $2K | Hold |
52
| – | – | ﹤0.01% | 637 |
|
|
2023
Q4 | $2K | Buy |
+52
| New | +$2K | ﹤0.01% | 534 |
|