Carolinas Wealth Consulting’s Franklin Resources BEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-10
Closed -$193 91
2025
Q1
$193 Buy
+10
New +$193 ﹤0.01% 1003
2024
Q2
Sell
-5
Closed -$142 1046
2024
Q1
$142 Buy
+5
New +$142 ﹤0.01% 1028