B.O.S.S. Retirement Advisors’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-62,254
| Closed | -$1.25M | – | 188 |
|
|
2024
Q3 | $1.25M | Buy |
62,254
+5,454
| +10% | +$110K | 0.25% | 105 |
|
|
2024
Q2 | $1.27M | Buy |
56,800
+6,970
| +14% | +$156K | 0.32% | 88 |
|
|
2024
Q1 | $1.48M | Sell |
49,830
-5,580
| -10% | -$166K | 0.57% | 69 |
|
|
2023
Q4 | $1.65M | Sell |
55,410
-5,661
| -9% | -$169K | 0.32% | 105 |
|
|
2023
Q3 | $1.5M | Sell |
61,071
-5,797
| -9% | -$142K | 0.32% | 116 |
|
|
2023
Q2 | $1.79M | Sell |
66,868
-6,478
| -9% | -$173K | 0.38% | 95 |
|
|
2023
Q1 | $1.98M | Buy |
73,346
+1,301
| +2% | +$35K | 0.46% | 77 |
|
|
2022
Q4 | $1.9M | Buy |
+72,045
| New | +$1.9M | 0.49% | 76 |
|