Financial Gravity 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 |
-18
| Closed | -$506 | – | 1552 |
|
|
2024
Q1 | $506 | Buy |
+18
| New | +$506 | ﹤0.01% | 1368 |
|
|
2023
Q3 | – | Sell |
-27
| Closed | -$1.06K | – | 1290 |
|
|
2023
Q2 | $1.06K | Buy |
+27
| New | +$1.06K | ﹤0.01% | 797 |
|
|
2023
Q1 | – | Sell |
-26
| Closed | -$946 | – | 1180 |
|
|
2022
Q4 | $946 | Buy |
+26
| New | +$946 | ﹤0.01% | 678 |
|
|
2021
Q4 | – | Sell |
-1
| Closed | -$30K | – | 965 |
|
|
2021
Q3 | $30K | Buy |
+1
| New | +$30K | 0.01% | 704 |
|
|
2020
Q2 | – | Sell |
-18
| Closed | -$294 | – | 98 |
|
|
2020
Q1 | $294 | Sell |
18
-4
| -18% | -$65 | ﹤0.01% | 650 |
|
|
2019
Q4 | $26K | Sell |
22
-67
| -75% | -$79.2K | 0.02% | 922 |
|
|
2019
Q3 | $3K | Buy |
89
+84
| +1,680% | +$2.83K | ﹤0.01% | 780 |
|
|
2019
Q2 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1250 |
|