Cassady Schiller 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 Q1	–	Sell	-105	Closed	-$2.77K	–	465
2022 Q4	$2.77K	Buy	+105	New	+$2.77K	﹤0.01%	400
2022 Q1	–	Sell	-5	Closed	–	–	160
2021 Q4	$0	Buy	+5	New	–	﹤0.01%	550