Pathstone Family Office’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $353K | Buy |
+14,333
| New | +$353K | ﹤0.01% | 1210 |
|
|
2023
Q1 | – | Sell |
-29,680
| Closed | -$466K | – | 1224 |
|
|
2022
Q4 | $466K | Buy |
29,680
+14,876
| +100% | +$234K | ﹤0.01% | 1133 |
|
|
2022
Q3 | $320K | Buy |
+14,804
| New | +$320K | ﹤0.01% | 1202 |
|
|
2019
Q4 | – | Sell |
-201
| Closed | -$6K | – | 436 |
|
|
2019
Q3 | $6K | Buy |
201
+1
| +0.5% | +$30 | ﹤0.01% | 523 |
|
|
2019
Q2 | $7K | Buy |
+200
| New | +$7K | ﹤0.01% | 545 |
|