Elmwood 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
Q1 | – | Sell |
-2,075
| Closed | -$69K | – | 126 |
|
|
2021
Q4 | $69K | Buy |
+2,075
| New | +$69K | 0.03% | 172 |
|
|
2021
Q2 | $66K | Hold |
2,075
| – | – | 0.03% | 156 |
|
|
2021
Q1 | $61K | Buy |
+2,075
| New | +$61K | 0.04% | 153 |
|
|
2020
Q3 | $44K | Hold |
2,075
| – | – | 0.04% | 138 |
|
|
2020
Q2 | $44K | Sell |
2,075
-2,667
| -56% | -$56.6K | 0.04% | 138 |
|
|
2020
Q1 | $164K | Buy |
+4,742
| New | +$164K | 0.16% | 94 |
|
|
2019
Q4 | – | Sell |
-2,075
| Closed | -$60K | – | 103 |
|
|
2019
Q3 | $60K | Hold |
2,075
| – | – | 0.06% | 111 |
|
|
2019
Q2 | $72K | Hold |
2,075
| – | – | 0.06% | 114 |
|
|
2019
Q1 | $69K | Hold |
2,075
| – | – | 0.06% | 111 |
|
|
2018
Q4 | $62K | Sell |
2,075
-2,667
| -56% | -$79.7K | 0.06% | 119 |
|
|
2018
Q3 | $144K | Hold |
4,742
| – | – | 0.12% | 106 |
|
|
2018
Q2 | $152K | Hold |
4,742
| – | – | 0.14% | 100 |
|
|
2018
Q1 | $164K | Buy |
+4,742
| New | +$164K | 0.16% | 94 |
|