OneDigital Investment 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
Q4 | – | Sell |
-16,219
| Closed | -$327K | – | 1407 |
|
|
2024
Q3 | $327K | Sell |
16,219
-1,448
| -8% | -$29.2K | ﹤0.01% | 1116 |
|
|
2024
Q2 | $395K | Buy |
17,667
+2,702
| +18% | +$60.4K | ﹤0.01% | 993 |
|
|
2024
Q1 | $421K | Buy |
14,965
+979
| +7% | +$27.5K | 0.01% | 800 |
|
|
2023
Q4 | $417K | Buy |
13,986
+345
| +3% | +$10.3K | 0.01% | 781 |
|
|
2023
Q3 | $335K | Hold |
13,641
| – | – | 0.01% | 772 |
|
|
2023
Q2 | $364K | Buy |
+13,641
| New | +$364K | 0.01% | 748 |
|