BerganKDV Wealth 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
Q2 | $1.87K | Sell |
70
-17
| -20% | -$454 | ﹤0.01% | 696 |
|
|
2023
Q1 | $2.34K | Hold |
87
| – | – | ﹤0.01% | 805 |
|
|
2022
Q4 | $2.3K | Sell |
87
-7
| -7% | -$185 | ﹤0.01% | 782 |
|
|
2022
Q3 | $2K | Hold |
94
| – | – | ﹤0.01% | 787 |
|
|
2022
Q2 | $2K | Hold |
94
| – | – | ﹤0.01% | 808 |
|
|
2022
Q1 | $3K | Hold |
94
| – | – | ﹤0.01% | 786 |
|
|
2021
Q4 | $3K | Hold |
94
| – | – | ﹤0.01% | 845 |
|
|
2021
Q3 | $3K | Hold |
94
| – | – | ﹤0.01% | 805 |
|
|
2021
Q2 | $3K | Hold |
94
| – | – | ﹤0.01% | 752 |
|
|
2021
Q1 | $3K | Sell |
94
-1
| -1% | -$32 | ﹤0.01% | 722 |
|
|
2020
Q4 | $2K | Buy |
95
+25
| +36% | +$526 | ﹤0.01% | 760 |
|
|
2020
Q3 | $1K | Buy |
+70
| New | +$1K | ﹤0.01% | 763 |
|
|
2020
Q2 | – | Sell |
-48
| Closed | -$1K | – | 960 |
|
|
2020
Q1 | $1K | Hold |
48
| – | – | ﹤0.01% | 791 |
|
|
2019
Q4 | $1K | Buy |
+48
| New | +$1K | ﹤0.01% | 825 |
|