Impact Partnership Wealth’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-17,428
| Closed | -$335K | – | 298 |
|
|
2025
Q1 | $335K | Buy |
+17,428
| New | +$335K | 0.07% | 162 |
|
|
2024
Q2 | – | Sell |
-14,923
| Closed | -$419K | – | 259 |
|
|
2024
Q1 | $419K | Sell |
14,923
-2,802
| -16% | -$78.8K | 0.17% | 86 |
|
|
2023
Q4 | $528K | Buy |
17,725
+4,733
| +36% | +$141K | 0.19% | 75 |
|
|
2023
Q3 | $319K | Sell |
12,992
-7,399
| -36% | -$182K | 0.1% | 119 |
|
|
2023
Q2 | $545K | Buy |
+20,391
| New | +$545K | 0.19% | 66 |
|