NewSquare Capital’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.6K | Buy |
906
+811
| +854% | +$19.3K | ﹤0.01% | 457 |
|
|
2025
Q1 | $1.83K | Buy |
95
+76
| +400% | +$1.46K | ﹤0.01% | 850 |
|
|
2024
Q4 | $386 | Buy |
+19
| New | +$386 | ﹤0.01% | 756 |
|
|
2016
Q4 | – | Sell |
-147
| Closed | -$5K | – | 338 |
|
|
2016
Q3 | $5K | Hold |
147
| – | – | ﹤0.01% | 301 |
|
|
2016
Q2 | $5K | Sell |
147
-24
| -14% | -$816 | ﹤0.01% | 282 |
|
|
2016
Q1 | $7K | Buy |
+171
| New | +$7K | ﹤0.01% | 324 |
|