Minot Wealth Management’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	-31,788	Closed	-$1.07M	–	207
2021 Q4	$1.07M	Buy	31,788 +2,010	+7%	+$67.3K	0.21%	85
2021 Q3	$885K	Buy	29,778 +4,926	+20%	+$146K	0.19%	96
2021 Q2	$763K	Buy	+24,852	New	+$763K	0.17%	103