Ellevest Inc’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-702
| Closed | -$18.9K | – | 505 |
|
|
2023
Q1 | $18.9K | Buy |
702
+644
| +1,110% | +$17.3K | ﹤0.01% | 853 |
|
|
2022
Q4 | $1.53K | Sell |
58
-329
| -85% | -$8.68K | ﹤0.01% | 1431 |
|
|
2022
Q3 | $8K | Buy |
+387
| New | +$8K | ﹤0.01% | 1060 |
|
|
2021
Q3 | – | Sell |
-43
| Closed | -$1K | – | 1408 |
|
|
2021
Q2 | $1K | Sell |
43
-23
| -35% | -$535 | ﹤0.01% | 1122 |
|
|
2021
Q1 | $2K | Hold |
66
| – | – | ﹤0.01% | 1035 |
|
|
2020
Q4 | $2K | Hold |
66
| – | – | ﹤0.01% | 955 |
|
|
2020
Q3 | $1K | Buy |
66
+23
| +53% | +$348 | ﹤0.01% | 967 |
|
|
2020
Q2 | $1K | Sell |
43
-24
| -36% | -$558 | ﹤0.01% | 956 |
|
|
2020
Q1 | $1K | Buy |
+67
| New | +$1K | ﹤0.01% | 844 |
|
|
2019
Q4 | – | Sell |
-200
| Closed | -$6K | – | 962 |
|
|
2019
Q3 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 253 |
|