Clearview Wealth Advisors’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,931
| Closed | -$51.6K | – | 167 |
|
|
2023
Q2 | $51.6K | Buy |
1,931
+20
| +1% | +$534 | 0.05% | 196 |
|
|
2023
Q1 | $51.5K | Buy |
1,911
+16
| +0.8% | +$431 | 0.05% | 198 |
|
|
2022
Q4 | $50K | Sell |
1,895
-229
| -11% | -$6.04K | 0.04% | 170 |
|
|
2022
Q3 | $46K | Buy |
2,124
+19
| +0.9% | +$411 | 0.04% | 172 |
|
|
2022
Q2 | $49K | Sell |
2,105
-314
| -13% | -$7.31K | 0.04% | 189 |
|
|
2022
Q1 | $68K | Buy |
2,419
+13
| +0.5% | +$365 | 0.04% | 171 |
|
|
2021
Q4 | $81K | Buy |
2,406
+17
| +0.7% | +$572 | 0.05% | 180 |
|
|
2021
Q3 | $71K | Buy |
2,389
+753
| +46% | +$22.4K | 0.05% | 203 |
|
|
2021
Q2 | $52K | Sell |
1,636
-62
| -4% | -$1.97K | 0.03% | 236 |
|
|
2021
Q1 | $50K | Buy |
1,698
+139
| +9% | +$4.09K | 0.03% | 225 |
|
|
2020
Q4 | $39K | Buy |
+1,559
| New | +$39K | 0.03% | 220 |
|