Evermay 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
2023 Q1	–	Sell	-14	Closed	-$369	–	543
2022 Q4	$369	Buy	+14	New	+$369	﹤0.01%	533