Concord Wealth 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
Q3 | – | Sell |
-225
| Closed | -$5K | – | 252 |
|
|
2022
Q2 | $5K | Sell |
225
-14
| -6% | -$311 | ﹤0.01% | 805 |
|
|
2022
Q1 | $7K | Hold |
239
| – | – | ﹤0.01% | 834 |
|
|
2021
Q4 | $8K | Buy |
+239
| New | +$8K | ﹤0.01% | 829 |
|
|
2021
Q3 | – | Sell |
-116
| Closed | -$4K | – | 917 |
|
|
2021
Q2 | $4K | Sell |
116
-20
| -15% | -$690 | ﹤0.01% | 756 |
|
|
2021
Q1 | $4K | Buy |
+136
| New | +$4K | ﹤0.01% | 696 |
|