Patriot Financial Group Insurance Agency’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-352
| Closed | -$8K | – | 550 |
|
|
2022
Q2 | $8K | Buy |
352
+62
| +21% | +$1.41K | ﹤0.01% | 1320 |
|
|
2022
Q1 | $8K | Sell |
290
-14
| -5% | -$386 | ﹤0.01% | 1430 |
|
|
2021
Q4 | $10K | Hold |
304
| – | – | ﹤0.01% | 1481 |
|
|
2021
Q3 | $9K | Buy |
304
+143
| +89% | +$4.23K | ﹤0.01% | 1505 |
|
|
2021
Q2 | $5K | Hold |
161
| – | – | ﹤0.01% | 1631 |
|
|
2021
Q1 | $5K | Hold |
161
| – | – | ﹤0.01% | 1533 |
|
|
2020
Q4 | $4K | Hold |
161
| – | – | ﹤0.01% | 1465 |
|
|
2020
Q3 | $3K | Hold |
161
| – | – | ﹤0.01% | 1341 |
|
|
2020
Q2 | $3K | Buy |
+161
| New | +$3K | ﹤0.01% | 1291 |
|