Brendel Financial Advisors’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 |
-12,000
| Closed | -$335K | – | 97 |
|
|
2022
Q1 | $335K | Hold |
12,000
| – | – | 0.18% | 86 |
|
|
2021
Q4 | $402K | Buy |
+12,000
| New | +$402K | 0.21% | 78 |
|
|
2021
Q3 | – | Sell |
-42,695
| Closed | -$1.37M | – | 86 |
|
|
2021
Q2 | $1.37M | Buy |
42,695
+6,687
| +19% | +$214K | 0.75% | 43 |
|
|
2021
Q1 | $1.07M | Buy |
+36,008
| New | +$1.07M | 0.71% | 39 |
|