Consultiva Wealth Management’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 | $30.6K | Buy |
1,283
+820
| +177% | +$19.6K | 0.09% | 120 |
|
|
2025
Q1 | $8.92K | Buy |
463
+8
| +2% | +$154 | 0.03% | 220 |
|
|
2024
Q4 | $9.25K | Buy |
455
+6
| +1% | +$122 | 0.05% | 130 |
|
|
2024
Q3 | $9.05K | Buy |
449
+6
| +1% | +$121 | 0.07% | 23 |
|
|
2024
Q2 | $9.9K | Buy |
+443
| New | +$9.9K | 0.09% | 21 |
|
|
2023
Q3 | – | Sell |
-354
| Closed | -$9.46K | – | 29 |
|
|
2023
Q2 | $9.46K | Buy |
+354
| New | +$9.46K | 0.24% | 27 |
|