Leeward Financial Partners’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 |
-18,438
| Closed | -$518K | – | 86 |
|
|
2024
Q1 | $518K | Hold |
18,438
| – | – | 0.22% | 60 |
|
|
2023
Q4 | $549K | Hold |
18,438
| – | – | 0.27% | 56 |
|
|
2023
Q3 | $453K | Hold |
18,438
| – | – | 0.25% | 58 |
|
|
2023
Q2 | $492K | Hold |
18,438
| – | – | 0.28% | 59 |
|
|
2023
Q1 | $497K | Buy |
+18,438
| New | +$497K | 0.3% | 53 |
|
|
2022
Q2 | – | Sell |
-7,269
| Closed | -$203K | – | 68 |
|
|
2022
Q1 | $203K | Hold |
7,269
| – | – | 0.13% | 67 |
|
|
2021
Q4 | $243K | Buy |
+7,269
| New | +$243K | 0.15% | 63 |
|