Clare Market Investments’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 |
-12,900
| Closed | -$248K | – | 144 |
|
|
2025
Q1 | $248K | Buy |
+12,900
| New | +$248K | 0.07% | 118 |
|
|
2023
Q4 | – | Sell |
-9,114
| Closed | -$224K | – | 144 |
|
|
2023
Q3 | $224K | Buy |
+9,114
| New | +$224K | 0.09% | 112 |
|
|
2022
Q3 | – | Sell |
-9,908
| Closed | -$231K | – | 127 |
|
|
2022
Q2 | $231K | Buy |
9,908
+8
| +0.1% | +$186 | 0.1% | 111 |
|
|
2022
Q1 | $276K | Buy |
9,900
+3,700
| +60% | +$103K | 0.09% | 131 |
|
|
2021
Q4 | $208K | Sell |
6,200
-11,850
| -66% | -$397K | 0.06% | 146 |
|
|
2021
Q3 | $536K | Buy |
+18,050
| New | +$536K | 0.16% | 72 |
|