Darwin 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-15,812
| Closed | -$441K | – | 163 |
|
|
2022
Q1 | $441K | Hold |
15,812
| – | – | 0.07% | 126 |
|
|
2021
Q4 | $517K | Hold |
15,812
| – | – | 0.08% | 118 |
|
|
2021
Q3 | $470K | Hold |
15,812
| – | – | 0.08% | 116 |
|
|
2021
Q2 | $506K | Hold |
15,812
| – | – | 0.08% | 111 |
|
|
2021
Q1 | $468K | Hold |
15,812
| – | – | 0.08% | 115 |
|
|
2020
Q4 | $395K | Hold |
15,812
| – | – | 0.07% | 121 |
|
|
2020
Q3 | $321K | Buy |
+15,812
| New | +$321K | 0.07% | 123 |
|