GoalVest Advisory’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 |
-220
| Closed | -$6.18K | – | 327 |
|
|
2024
Q1 | $6.18K | Buy |
+220
| New | +$6.18K | ﹤0.01% | 335 |
|
|
2023
Q4 | – | Sell |
-120
| Closed | -$2.95K | – | 384 |
|
|
2023
Q3 | $2.95K | Buy |
+120
| New | +$2.95K | ﹤0.01% | 391 |
|
|
2022
Q2 | – | Sell |
-172
| Closed | -$5K | – | 325 |
|
|
2022
Q1 | $5K | Buy |
+172
| New | +$5K | ﹤0.01% | 270 |
|