Mirabella Financial Services’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-28,032
| Closed | -$788K | – | 450 |
|
|
2024
Q1 | $788K | Buy |
28,032
+4,053
| +17% | +$114K | 0.06% | 218 |
|
|
2023
Q4 | $714K | Buy |
23,979
+8,254
| +52% | +$246K | 0.1% | 163 |
|
|
2023
Q3 | $387K | Buy |
+15,725
| New | +$387K | 0.05% | 249 |
|
|
2022
Q2 | – | Sell |
-37,708
| Closed | -$1.05M | – | 477 |
|
|
2022
Q1 | $1.05M | Buy |
+37,708
| New | +$1.05M | 0.12% | 157 |
|
|
2020
Q4 | – | Sell |
-33,855
| Closed | -$689K | – | 320 |
|
|
2020
Q3 | $689K | Buy |
+33,855
| New | +$689K | 0.09% | 105 |
|