Gladstone Institutional Advisory’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 |
-19,817
| Closed | -$426K | – | 648 |
|
|
2022
Q3 | $426K | Sell |
19,817
-22,833
| -54% | -$491K | 0.03% | 427 |
|
|
2022
Q2 | $994K | Sell |
42,650
-40,754
| -49% | -$950K | 0.08% | 275 |
|
|
2022
Q1 | $2.33M | Buy |
83,404
+25,678
| +44% | +$717K | 0.16% | 167 |
|
|
2021
Q4 | $1.93M | Buy |
57,726
+18,111
| +46% | +$606K | 0.15% | 183 |
|
|
2021
Q3 | $1.18M | Buy |
+39,615
| New | +$1.18M | 0.12% | 212 |
|