Lumature Wealth Partners’s Franklin Resources BEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$258K Sell
2023
Q1
$261K Buy
2022
Q4
$252K Sell
2022
Q3
$214K Buy
2022
Q2
$222K Buy
2022
Q1
$220K Sell
2021
Q4
$294K Buy
2021
Q3
$218K Buy
2021
Q2
$186K Buy
2021
Q1
$76K Buy