Finer 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,106
| Closed | -$284K | – | 74 |
|
|
2024
Q1 | $284K | Hold |
10,106
| – | – | 0.19% | 71 |
|
|
2023
Q4 | $301K | Hold |
10,106
| – | – | 0.22% | 66 |
|
|
2023
Q3 | $248K | Hold |
10,106
| – | – | 0.2% | 70 |
|
|
2023
Q2 | $270K | Hold |
10,106
| – | – | 0.21% | 72 |
|
|
2023
Q1 | $272K | Buy |
+10,106
| New | +$272K | 0.23% | 70 |
|