Gradient Investments’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 |
-2,854
| Closed | -$63.8K | – | 388 |
|
|
2024
Q2 | $63.8K | Buy |
2,854
+2,819
| +8,054% | +$63K | ﹤0.01% | 460 |
|
|
2024
Q1 | $984 | Hold |
35
| – | – | ﹤0.01% | 914 |
|
|
2023
Q4 | $1.04K | Hold |
35
| – | – | ﹤0.01% | 1408 |
|
|
2023
Q3 | $860 | Buy |
+35
| New | +$860 | ﹤0.01% | 1418 |
|
|
2021
Q2 | – | Sell |
-1
| Closed | – | – | 1149 |
|
|
2021
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 1150 |
|
|
2020
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 1130 |
|
|
2020
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 1137 |
|
|
2020
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 1050 |
|
|
2020
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 1094 |
|
|
2019
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 1100 |
|
|
2019
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 1106 |
|
|
2019
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 1016 |
|
|
2019
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 872 |
|
|
2018
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 930 |
|
|
2018
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 976 |
|
|
2018
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 988 |
|
|
2018
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 1003 |
|
|
2017
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1007 |
|
|
2017
Q3 | – | Sell |
-201
| Closed | -$9K | – | 269 |
|
|
2017
Q2 | $9K | Buy |
201
+1
| +0.5% | +$45 | ﹤0.01% | 493 |
|
|
2017
Q1 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 540 |
|