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Code Waechter’s Franklin Resources BEN Stock Holding History

Code Waechter’s Portfolio BEN Stock Details BEN Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-18,153
Closed -$349K – 112
2025
Q1 		$349K Sell
18,153
-24,119
-57% -$464K 0.29% 80
2024
Q4 		$858K Sell
42,272
-4,184
-9% -$84.9K 0.75% 36
2024
Q3 		$936K Buy
+46,456
New +$936K 0.89% 30