Castleview Partners’s Franklin Resources BEN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-17,414	Closed	-$520	–	738
2021 Q4	$520	Buy	+17,414	New	+$520	﹤0.01%	510
2021 Q2	$321K	Buy	+10,037	New	+$321K	0.14%	148