Eschler Asset Management’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,667
| Closed | -$244K | – | 55 |
|
|
2024
Q1 | $244K | Hold |
8,667
| – | – | 0.16% | 88 |
|
|
2023
Q4 | $256K | Buy |
+8,667
| New | +$256K | 0.2% | 68 |
|
|
2023
Q2 | – | Sell |
-8,098
| Closed | -$218K | – | 48 |
|
|
2023
Q1 | $218K | Hold |
8,098
| – | – | 0.17% | 61 |
|
|
2022
Q4 | $214K | Buy |
+8,098
| New | +$214K | 0.4% | 43 |
|
|
2022
Q2 | – | Sell |
-8,098
| Closed | -$226K | – | 51 |
|
|
2022
Q1 | $226K | Hold |
8,098
| – | – | 0.21% | 46 |
|
|
2021
Q4 | $271K | Buy |
+8,098
| New | +$271K | 0.35% | 35 |
|