Regent Peak Wealth Advisors’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	-1,240	Closed	-$31K	–	236
2020 Q4	$31K	Buy	+1,240	New	+$31K	0.01%	373
2020 Q2	–	Sell	-42,615	Closed	-$711K	–	121
2020 Q1	$711K	Buy	+42,615	New	+$711K	0.4%	52