Bedel Financial Consulting’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 |
-120
| Closed | -$3K | – | 262 |
|
|
2022
Q1 | $3K | Hold |
120
| – | – | ﹤0.01% | 819 |
|
|
2021
Q4 | $4K | Hold |
120
| – | – | ﹤0.01% | 801 |
|
|
2021
Q3 | $4K | Hold |
120
| – | – | ﹤0.01% | 798 |
|
|
2021
Q2 | $4K | Hold |
120
| – | – | ﹤0.01% | 798 |
|
|
2021
Q1 | $4K | Hold |
120
| – | – | ﹤0.01% | 765 |
|
|
2020
Q4 | $3K | Hold |
120
| – | – | ﹤0.01% | 702 |
|
|
2020
Q3 | $2K | Sell |
120
-1,319
| -92% | -$22K | ﹤0.01% | 694 |
|
|
2020
Q2 | $30K | Buy |
1,439
+21
| +1% | +$438 | 0.02% | 345 |
|
|
2020
Q1 | $24K | Buy |
1,418
+14
| +1% | +$237 | 0.02% | 363 |
|
|
2019
Q4 | $36K | Buy |
1,404
+12
| +0.9% | +$308 | 0.02% | 331 |
|
|
2019
Q3 | $40K | Buy |
1,392
+10
| +0.7% | +$287 | 0.02% | 303 |
|
|
2019
Q2 | $48K | Buy |
1,382
+9
| +0.7% | +$313 | 0.03% | 286 |
|
|
2019
Q1 | $46K | Buy |
1,373
+11
| +0.8% | +$369 | 0.03% | 284 |
|
|
2018
Q4 | $40K | Hold |
1,362
| – | – | 0.03% | 279 |
|
|
2018
Q3 | $40K | Buy |
1,362
+18
| +1% | +$529 | 0.03% | 296 |
|
|
2018
Q2 | $43K | Buy |
1,344
+108
| +9% | +$3.46K | 0.03% | 286 |
|
|
2018
Q1 | $43K | Buy |
+1,236
| New | +$43K | 0.03% | 282 |
|