My Legacy Advisors’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 |
-20,432
| Closed | -$457K | – | 197 |
|
|
2024
Q2 | $457K | Buy |
20,432
+754
| +4% | +$16.9K | 0.15% | 153 |
|
|
2024
Q1 | $553K | Buy |
19,678
+7,335
| +59% | +$206K | 0.19% | 146 |
|
|
2023
Q4 | $355K | Buy |
12,343
+649
| +6% | +$18.7K | 0.13% | 171 |
|
|
2023
Q3 | $265K | Buy |
11,694
+920
| +9% | +$20.8K | 0.11% | 182 |
|
|
2023
Q2 | $315K | Buy |
10,774
+395
| +4% | +$11.5K | 0.12% | 179 |
|
|
2023
Q1 | $276K | Buy |
10,379
+1,582
| +18% | +$42.1K | 0.12% | 185 |
|
|
2022
Q4 | $293K | Buy |
+8,797
| New | +$293K | 0.12% | 182 |
|