Horan Securities’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-490
| Closed | -$13.1K | – | 152 |
|
|
2023
Q2 | $13.1K | Sell |
490
-342
| -41% | -$9.13K | 0.01% | 359 |
|
|
2023
Q1 | $22.4K | Buy |
832
+5
| +0.6% | +$135 | 0.01% | 290 |
|
|
2022
Q4 | $21.8K | Buy |
827
+6
| +0.7% | +$158 | 0.01% | 287 |
|
|
2022
Q3 | $18K | Buy |
+821
| New | +$18K | 0.01% | 282 |
|
|
2020
Q4 | – | Sell |
-140
| Closed | -$3K | – | 396 |
|
|
2020
Q3 | $3K | Buy |
+140
| New | +$3K | ﹤0.01% | 280 |
|