Financial Advocates Investment 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
Q3 | – | Sell |
-16,050
| Closed | -$359K | – | 753 |
|
|
2024
Q2 | $359K | Sell |
16,050
-697
| -4% | -$15.6K | 0.02% | 531 |
|
|
2024
Q1 | $471K | Sell |
16,747
-96
| -0.6% | -$2.7K | 0.03% | 462 |
|
|
2023
Q4 | $502K | Buy |
16,843
+646
| +4% | +$19.2K | 0.03% | 427 |
|
|
2023
Q3 | $398K | Buy |
16,197
+5,374
| +50% | +$132K | 0.03% | 462 |
|
|
2023
Q2 | $289K | Buy |
+10,823
| New | +$289K | 0.02% | 531 |
|