Ropes Wealth Advisors’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $235K | Buy |
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|
2023
Q1 | $234K | Hold |
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|
2022
Q4 | $230K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $203K | Sell |
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|
2022
Q1 | $260K | Buy |
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|
2021
Q4 | $293K | Buy |
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|
2021
Q3 | $259K | Sell |
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|
2021
Q2 | $288K | Hold |
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|
2021
Q1 | $304K | Hold |
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|
2020
Q4 | $225K | Hold |
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|
2020
Q3 | $183K | Hold |
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|
2020
Q2 | $189K | Sell |
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|
2020
Q1 | $152K | Buy |
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|
2019
Q4 | $234K | Sell |
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|
2019
Q3 | $268K | Hold |
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|
2019
Q2 | $324K | Hold |
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|
2019
Q1 | $308K | Sell |
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|
2018
Q4 | $282K | Sell |
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|
2018
Q3 | $307K | Hold |
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|
2018
Q2 | $324K | Hold |
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|
2018
Q1 | $350K | Sell |
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|
2017
Q4 | $442K | Hold |
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|
2017
Q3 | $454K | Hold |
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|
2017
Q2 | $457K | Hold |
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|
2017
Q1 | $430K | Hold |
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|
2016
Q4 | $404K | Hold |
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|
2016
Q3 | $363K | Hold |
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|
2016
Q2 | $340K | Sell |
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|
2016
Q1 | $1.57M | Hold |
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|
2015
Q4 | $1.48M | Buy |
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|
2015
Q3 | $463K | Hold |
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|
2015
Q2 | $609K | Buy |
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|
2015
Q1 | $523K | Buy |
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