Evoke Wealth’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-217
| Closed | -$5K | – | 446 |
|
|
2022
Q3 | $5K | Hold |
217
| – | – | ﹤0.01% | 868 |
|
|
2022
Q2 | $5K | Buy |
217
+99
| +84% | +$2.28K | ﹤0.01% | 880 |
|
|
2022
Q1 | $3K | Hold |
118
| – | – | ﹤0.01% | 982 |
|
|
2021
Q4 | $4K | Hold |
118
| – | – | ﹤0.01% | 925 |
|
|
2021
Q3 | $3K | Sell |
118
-7
| -6% | -$178 | ﹤0.01% | 930 |
|
|
2021
Q2 | $4K | Sell |
125
-117
| -48% | -$3.74K | ﹤0.01% | 919 |
|
|
2021
Q1 | $7K | Buy |
242
+117
| +94% | +$3.38K | ﹤0.01% | 755 |
|
|
2020
Q4 | $3K | Hold |
125
| – | – | ﹤0.01% | 808 |
|
|
2020
Q3 | $3K | Sell |
125
-23
| -16% | -$552 | ﹤0.01% | 757 |
|
|
2020
Q2 | $3K | Sell |
148
-16
| -10% | -$324 | ﹤0.01% | 771 |
|
|
2020
Q1 | $2.77K | Buy |
164
+47
| +40% | +$793 | ﹤0.01% | 747 |
|
|
2019
Q4 | $3.08K | Sell |
117
-14
| -11% | -$369 | ﹤0.01% | 1005 |
|
|
2019
Q3 | $3.82K | Buy |
+131
| New | +$3.82K | ﹤0.01% | 1068 |
|