Prestige Wealth Management Group’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-14
| Closed | -$349 | – | 1026 |
|
|
2023
Q3 | $349 | Hold |
14
| – | – | ﹤0.01% | 991 |
|
|
2023
Q2 | $379 | Hold |
14
| – | – | ﹤0.01% | 1010 |
|
|
2023
Q1 | $382 | Hold |
14
| – | – | ﹤0.01% | 1010 |
|
|
2022
Q4 | $374 | Hold |
14
| – | – | ﹤0.01% | 1097 |
|
|
2022
Q3 | $0 | Sell |
14
-561
| -98% | – | ﹤0.01% | 971 |
|
|
2022
Q2 | $13K | Sell |
575
-154
| -21% | -$3.48K | ﹤0.01% | 395 |
|
|
2022
Q1 | $20K | Hold |
729
| – | – | ﹤0.01% | 348 |
|
|
2021
Q4 | $24K | Buy |
729
+118
| +19% | +$3.89K | 0.01% | 349 |
|
|
2021
Q3 | $18K | Buy |
611
+597
| +4,264% | +$17.6K | ﹤0.01% | 386 |
|
|
2021
Q2 | $0 | Hold |
14
| – | – | ﹤0.01% | 969 |
|
|
2021
Q1 | $0 | Hold |
14
| – | – | ﹤0.01% | 955 |
|
|
2020
Q4 | $0 | Buy |
+14
| New | – | ﹤0.01% | 943 |
|