Integrated Investment Consultants’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-9,044
| Closed | -$253K | – | 243 |
|
|
2022
Q1 | $253K | Sell |
9,044
-2,400
| -21% | -$67.1K | 0.07% | 247 |
|
|
2021
Q4 | $383K | Buy |
11,444
+2,794
| +32% | +$93.5K | 0.1% | 182 |
|
|
2021
Q3 | $257K | Sell |
8,650
-15,785
| -65% | -$469K | 0.08% | 239 |
|
|
2021
Q2 | $782K | Hold |
24,435
| – | – | 0.23% | 77 |
|
|
2021
Q1 | $723K | Sell |
24,435
-672
| -3% | -$19.9K | 0.25% | 73 |
|
|
2020
Q4 | $627K | Buy |
25,107
+602
| +2% | +$15K | 0.24% | 80 |
|
|
2020
Q3 | $499K | Buy |
24,505
+14,355
| +141% | +$292K | 0.23% | 84 |
|
|
2020
Q2 | $213K | Buy |
+10,150
| New | +$213K | 0.1% | 149 |
|