HM Payson & Co’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8
| Closed | -$162 | – | 1040 |
|
|
2024
Q3 | $162 | Buy |
+8
| New | +$162 | ﹤0.01% | 1096 |
|
|
2020
Q3 | – | Sell |
-2,000
| Closed | -$42K | – | 1040 |
|
|
2020
Q2 | $42K | Hold |
2,000
| – | – | ﹤0.01% | 547 |
|
|
2020
Q1 | $33K | Hold |
2,000
| – | – | ﹤0.01% | 553 |
|
|
2019
Q4 | $52K | Hold |
2,000
| – | – | ﹤0.01% | 583 |
|
|
2019
Q3 | $58K | Hold |
2,000
| – | – | ﹤0.01% | 565 |
|
|
2019
Q2 | $70K | Buy |
+2,000
| New | +$70K | ﹤0.01% | 534 |
|