Janiczek 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
Q2 | $5.79K | Hold |
259
| – | – | ﹤0.01% | 724 |
|
|
2024
Q1 | $7.29K | Hold |
259
| – | – | ﹤0.01% | 724 |
|
|
2023
Q4 | $7.72K | Sell |
259
-22
| -8% | -$655 | ﹤0.01% | 702 |
|
|
2023
Q3 | $6.91K | Hold |
281
| – | – | ﹤0.01% | 690 |
|
|
2023
Q2 | $7.51K | Hold |
281
| – | – | ﹤0.01% | 614 |
|
|
2023
Q1 | $7.52K | Hold |
281
| – | – | ﹤0.01% | 617 |
|
|
2022
Q4 | $8.39K | Sell |
281
-149
| -35% | -$4.45K | ﹤0.01% | 591 |
|
|
2022
Q3 | $9K | Sell |
430
-45
| -9% | -$942 | ﹤0.01% | 553 |
|
|
2022
Q2 | $13K | Sell |
475
-54
| -10% | -$1.48K | ﹤0.01% | 529 |
|
|
2022
Q1 | $15K | Sell |
529
-112
| -17% | -$3.18K | ﹤0.01% | 500 |
|
|
2021
Q4 | $21K | Sell |
641
-4
| -0.6% | -$131 | 0.01% | 468 |
|
|
2021
Q3 | $19K | Buy |
645
+86
| +15% | +$2.53K | 0.01% | 465 |
|
|
2021
Q2 | $18K | Buy |
559
+30
| +6% | +$966 | 0.01% | 449 |
|
|
2021
Q1 | $16K | Hold |
529
| – | – | 0.01% | 439 |
|
|
2020
Q4 | $13K | Buy |
529
+337
| +176% | +$8.28K | 0.01% | 415 |
|
|
2020
Q3 | $4K | Buy |
+192
| New | +$4K | ﹤0.01% | 367 |
|