M&R Capital Management’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 |
-136
| Closed | -$3.04K | – | 582 |
|
|
2024
Q2 | $3.04K | Buy |
136
+2
| +1% | +$45 | ﹤0.01% | 474 |
|
|
2024
Q1 | $3.78K | Sell |
134
-10
| -7% | -$282 | ﹤0.01% | 465 |
|
|
2023
Q4 | $4.29K | Buy |
144
+1
| +0.7% | +$30 | ﹤0.01% | 504 |
|
|
2023
Q3 | $3.5K | Buy |
143
+2
| +1% | +$49 | ﹤0.01% | 493 |
|
|
2023
Q2 | $3.78K | Buy |
141
+1
| +0.7% | +$27 | ﹤0.01% | 485 |
|
|
2023
Q1 | $3.77K | Buy |
140
+82
| +141% | +$2.21K | ﹤0.01% | 471 |
|
|
2022
Q4 | $1.55K | Buy |
+58
| New | +$1.55K | ﹤0.01% | 529 |
|
|
2019
Q3 | – | Sell |
-300
| Closed | -$10K | – | 487 |
|
|
2019
Q2 | $10K | Hold |
300
| – | – | ﹤0.01% | 407 |
|
|
2019
Q1 | $10K | Hold |
300
| – | – | ﹤0.01% | 408 |
|
|
2018
Q4 | $8K | Hold |
300
| – | – | ﹤0.01% | 422 |
|
|
2018
Q3 | $9K | Hold |
300
| – | – | ﹤0.01% | 434 |
|
|
2018
Q2 | $9K | Hold |
300
| – | – | ﹤0.01% | 433 |
|
|
2018
Q1 | $10K | Hold |
300
| – | – | ﹤0.01% | 435 |
|
|
2017
Q4 | $12K | Hold |
300
| – | – | ﹤0.01% | 430 |
|
|
2017
Q3 | $13K | Hold |
300
| – | – | ﹤0.01% | 428 |
|
|
2017
Q2 | $12K | Hold |
300
| – | – | ﹤0.01% | 429 |
|
|
2017
Q1 | $12K | Hold |
300
| – | – | ﹤0.01% | 429 |
|
|
2016
Q4 | $11K | Buy |
+300
| New | +$11K | ﹤0.01% | 426 |
|