International Private Wealth Advisors’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 |
-13,581
| Closed | -$261K | – | 165 |
|
|
2025
Q1 | $261K | Buy |
13,581
+63
| +0.5% | +$1.21K | 0.25% | 120 |
|
|
2024
Q4 | $274K | Buy |
13,518
+646
| +5% | +$13.1K | 0.27% | 109 |
|
|
2024
Q3 | $259K | Sell |
12,872
-263
| -2% | -$5.3K | 0.38% | 93 |
|
|
2024
Q2 | $294K | Buy |
13,135
+1,887
| +17% | +$42.2K | 0.49% | 71 |
|
|
2024
Q1 | $316K | Buy |
+11,248
| New | +$316K | 0.61% | 62 |
|