Janiczek Wealth Management’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $5.79K | Hold |
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|
2024
Q1 | $7.29K | Hold |
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|
2023
Q4 | $7.72K | Sell |
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|
2023
Q3 | $6.91K | Hold |
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|
2023
Q2 | $7.51K | Hold |
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|
2023
Q1 | $7.52K | Hold |
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|
2022
Q4 | $8.39K | Sell |
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|
2022
Q3 | $9K | Sell |
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|
2022
Q2 | $13K | Sell |
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|
2022
Q1 | $15K | Sell |
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|
2021
Q4 | $21K | Sell |
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|
2021
Q3 | $19K | Buy |
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|
2021
Q2 | $18K | Buy |
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|
2021
Q1 | $16K | Hold |
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|
2020
Q4 | $13K | Buy |
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|
2020
Q3 | $4K | Buy |
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