Salvus 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
2022
Q1
Sell
-7,664
Closed -$257K 98
2021
Q4
$257K Buy
7,664
+274
+4% +$9.19K 0.19% 90
2021
Q3
$220K Buy
7,390
+532
+8% +$15.8K 0.18% 93
2021
Q2
$221K Buy
6,858
+172
+3% +$5.54K 0.19% 88
2021
Q1
$202K Buy
+6,686
New +$202K 0.19% 83