Measured Wealth Private Client Group’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 | – | Sell |
-8,899
| Closed | -$240K | – | 181 |
|
|
2023
Q1 | $240K | Hold |
8,899
| – | – | 0.09% | 153 |
|
|
2022
Q4 | $235K | Buy |
+8,899
| New | +$235K | 0.1% | 145 |
|
|
2022
Q3 | – | Sell |
-14,227
| Closed | -$332K | – | 153 |
|
|
2022
Q2 | $332K | Sell |
14,227
-4,704
| -25% | -$110K | 0.15% | 107 |
|
|
2022
Q1 | $529K | Sell |
18,931
-5,517
| -23% | -$154K | 0.19% | 63 |
|
|
2021
Q4 | $819K | Sell |
24,448
-3,964
| -14% | -$133K | 0.29% | 49 |
|
|
2021
Q3 | $844K | Sell |
28,412
-31,566
| -53% | -$938K | 0.32% | 49 |
|
|
2021
Q2 | $1.92M | Sell |
59,978
-6,891
| -10% | -$220K | 0.61% | 30 |
|
|
2021
Q1 | $1.98M | Sell |
66,869
-857
| -1% | -$25.4K | 0.7% | 26 |
|
|
2020
Q4 | $1.69M | Buy |
+67,726
| New | +$1.69M | 0.7% | 24 |
|
|
2018
Q4 | – | Sell |
-1,885
| Closed | -$57K | – | 166 |
|
|
2018
Q3 | $57K | Buy |
+1,885
| New | +$57K | 0.03% | 319 |
|