Schubert & Co’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-150
| Closed | -$4.04K | – | 198 |
|
|
2023
Q1 | $4.04K | Buy |
150
+45
| +43% | +$1.21K | ﹤0.01% | 552 |
|
|
2022
Q4 | $2.77K | Sell |
105
-25
| -19% | -$660 | ﹤0.01% | 703 |
|
|
2022
Q3 | $3K | Sell |
130
-4
| -3% | -$92 | ﹤0.01% | 568 |
|
|
2022
Q2 | $3K | Buy |
134
+95
| +244% | +$2.13K | ﹤0.01% | 535 |
|
|
2022
Q1 | $1K | Sell |
39
-17
| -30% | -$436 | ﹤0.01% | 584 |
|
|
2021
Q4 | $2K | Buy |
+56
| New | +$2K | ﹤0.01% | 311 |
|