Disciplined Investments’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 |
-69
| Closed | -$1.84K | – | 257 |
|
|
2023
Q2 | $1.84K | Sell |
69
-5
| -7% | -$134 | ﹤0.01% | 694 |
|
|
2023
Q1 | $1.99K | Buy |
74
+24
| +48% | +$647 | ﹤0.01% | 659 |
|
|
2022
Q4 | $1.32K | Sell |
50
-10
| -17% | -$264 | ﹤0.01% | 782 |
|
|
2022
Q3 | $1K | Sell |
60
-394
| -87% | -$6.57K | ﹤0.01% | 799 |
|
|
2022
Q2 | $11K | Buy |
454
+391
| +621% | +$9.47K | 0.01% | 366 |
|
|
2022
Q1 | $2K | Buy |
+63
| New | +$2K | ﹤0.01% | 639 |
|