Belpointe Asset Management’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10,045
| Closed | -$268K | – | 658 |
|
|
2023
Q2 | $268K | Sell |
10,045
-1,069
| -10% | -$28.6K | 0.03% | 497 |
|
|
2023
Q1 | $299K | Buy |
11,114
+1,589
| +17% | +$42.8K | 0.02% | 761 |
|
|
2022
Q4 | $251K | Buy |
+9,525
| New | +$251K | 0.02% | 788 |
|
|
2020
Q1 | – | Sell |
-20,801
| Closed | -$540K | – | 634 |
|
|
2019
Q4 | $540K | Buy |
+20,801
| New | +$540K | 0.07% | 311 |
|