Jackson Grant Investment Advisers’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-40
| Closed | -$1.12K | – | 398 |
|
|
2024
Q1 | $1.12K | Hold |
40
| – | – | ﹤0.01% | 386 |
|
|
2023
Q4 | $1.19K | Hold |
40
| – | – | ﹤0.01% | 380 |
|
|
2023
Q3 | $983 | Hold |
40
| – | – | ﹤0.01% | 382 |
|
|
2023
Q2 | $1.07K | Hold |
40
| – | – | ﹤0.01% | 400 |
|
|
2023
Q1 | $1.08K | Buy |
+40
| New | +$1.08K | ﹤0.01% | 441 |
|