Lumature Wealth Partners’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $258K | Sell |
9,668
-35
| -0.4% | -$935 | 0.15% | 132 |
|
|
2023
Q1 | $261K | Buy |
9,703
+139
| +1% | +$3.75K | 0.15% | 121 |
|
|
2022
Q4 | $252K | Sell |
9,564
-389
| -4% | -$10.3K | 0.14% | 124 |
|
|
2022
Q3 | $214K | Buy |
9,953
+443
| +5% | +$9.53K | 0.11% | 143 |
|
|
2022
Q2 | $222K | Buy |
9,510
+1,615
| +20% | +$37.7K | 0.1% | 153 |
|
|
2022
Q1 | $220K | Sell |
7,895
-874
| -10% | -$24.4K | 0.09% | 167 |
|
|
2021
Q4 | $294K | Buy |
8,769
+1,437
| +20% | +$48.2K | 0.11% | 128 |
|
|
2021
Q3 | $218K | Buy |
7,332
+1,528
| +26% | +$45.4K | 0.09% | 138 |
|
|
2021
Q2 | $186K | Buy |
5,804
+3,246
| +127% | +$104K | 0.08% | 143 |
|
|
2021
Q1 | $76K | Buy |
+2,558
| New | +$76K | 0.04% | 195 |
|