Moisand Fitzgerald Tamayo’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-217
| Closed | -$5.33K | – | 663 |
|
|
2023
Q3 | $5.33K | Hold |
217
| – | – | ﹤0.01% | 421 |
|
|
2023
Q2 | $5.8K | Hold |
217
| – | – | ﹤0.01% | 394 |
|
|
2023
Q1 | $5.85K | Hold |
217
| – | – | ﹤0.01% | 396 |
|
|
2022
Q4 | $5.72K | Buy |
217
+98
| +82% | +$2.59K | ﹤0.01% | 385 |
|
|
2022
Q3 | $3K | Buy |
+119
| New | +$3K | ﹤0.01% | 421 |
|