LVW Advisors’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-8,047
| Closed | -$269K | – | 231 |
|
|
2021
Q4 | $269K | Buy |
8,047
+28
| +0.3% | +$936 | 0.05% | 208 |
|
|
2021
Q3 | $238K | Buy |
8,019
+137
| +2% | +$4.07K | 0.04% | 217 |
|
|
2021
Q2 | $252K | Buy |
7,882
+512
| +7% | +$16.4K | 0.04% | 199 |
|
|
2021
Q1 | $218K | Buy |
+7,370
| New | +$218K | 0.04% | 197 |
|
|
2019
Q2 | – | Sell |
-9,416
| Closed | -$312K | – | 163 |
|
|
2019
Q1 | $312K | Buy |
+9,416
| New | +$312K | 0.08% | 143 |
|