Private Ocean’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $31.7K | Buy |
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|
2024
Q1 | $39.5K | Hold |
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|
2023
Q4 | $41.9K | Hold |
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|
2023
Q3 | $34.5K | Hold |
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|
2023
Q2 | $37.5K | Hold |
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|
2023
Q1 | $37.9K | Hold |
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|
2022
Q4 | $37.1K | Hold |
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|
2022
Q3 | $30K | Hold |
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|
2022
Q2 | $32K | Hold |
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|
2022
Q1 | $39K | Hold |
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|
2021
Q4 | $47K | Hold |
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|
2021
Q3 | $42K | Hold |
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|
2021
Q2 | $45K | Hold |
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|
2021
Q1 | $42K | Hold |
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|
2020
Q4 | $35K | Hold |
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|
2020
Q3 | $29K | Hold |
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|
2020
Q2 | $29K | Sell |
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|
2020
Q1 | $111K | Hold |
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|
2019
Q4 | $175K | Buy |
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