Ritholtz 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9,438
| Closed | -$211K | – | 870 |
|
|
2024
Q2 | $211K | Hold |
9,438
| – | – | 0.01% | 752 |
|
|
2024
Q1 | $265K | Hold |
9,438
| – | – | 0.01% | 669 |
|
|
2023
Q4 | $281K | Sell |
9,438
-774
| -8% | -$23.1K | 0.01% | 617 |
|
|
2023
Q3 | $251K | Sell |
10,212
-2,973
| -23% | -$73.1K | 0.01% | 587 |
|
|
2023
Q2 | $352K | Buy |
+13,185
| New | +$352K | 0.02% | 505 |
|