Caption Management’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 |
-60,000
| Closed | -$1.21M | – | 563 |
|
|
2024
Q3 | $1.21M | Buy |
+60,000
| New | +$1.21M | 0.02% | 148 |
|
|
2021
Q1 | – | Sell |
-75,000
| Closed | -$1.87M | – | 412 |
|
|
2020
Q4 | $1.87M | Buy |
+75,000
| New | +$1.87M | 0.04% | 78 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 219 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 168 |
|