Jamison Private Wealth Management’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-986
| Closed | -$19.9K | – | 229 |
|
|
2024
Q3 | $19.9K | Sell |
986
-494
| -33% | -$9.96K | ﹤0.01% | 306 |
|
|
2024
Q2 | $33.1K | Sell |
1,480
-183
| -11% | -$4.09K | 0.01% | 263 |
|
|
2024
Q1 | $46.8K | Buy |
1,663
+18
| +1% | +$506 | 0.01% | 259 |
|
|
2023
Q4 | $49K | Buy |
1,645
+21
| +1% | +$626 | 0.01% | 237 |
|
|
2023
Q3 | $39.9K | Buy |
+1,624
| New | +$39.9K | 0.01% | 236 |
|