Joule Financial’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-13,070
| Closed | -$296K | – | 110 |
|
|
2024
Q2 | $296K | Buy |
13,070
+1,988
| +18% | +$45K | 0.12% | 84 |
|
|
2024
Q1 | $315K | Buy |
11,082
+429
| +4% | +$12.2K | 0.13% | 79 |
|
|
2023
Q4 | $317K | Sell |
10,653
-77
| -0.7% | -$2.29K | 0.15% | 80 |
|
|
2023
Q3 | $264K | Buy |
10,730
+554
| +5% | +$13.6K | 0.13% | 84 |
|
|
2023
Q2 | $272K | Buy |
10,176
+2,402
| +31% | +$64.2K | 0.14% | 84 |
|
|
2023
Q1 | $209K | Buy |
+7,774
| New | +$209K | 0.11% | 98 |
|