Perigon Wealth Management’s Franklin Resources BEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-1,073
Closed -$27K 534
2020
Q4
$27K Buy
+1,073
New +$27K ﹤0.01% 922