Simplicity Solutions’s Franklin Resources BEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $203K | Buy |
+6,811
| New | +$203K | 0.01% | 972 |
|
|
2021
Q3 | – | Sell |
-12,106
| Closed | -$387K | – | 583 |
|
|
2021
Q2 | $387K | Buy |
12,106
+1,576
| +15% | +$50.4K | 0.08% | 294 |
|
|
2021
Q1 | $312K | Buy |
+10,530
| New | +$312K | 0.07% | 320 |
|
|
2020
Q3 | – | Sell |
-15,427
| Closed | -$323K | – | 860 |
|
|
2020
Q2 | $323K | Sell |
15,427
-2,384
| -13% | -$49.9K | 0.01% | 713 |
|
|
2020
Q1 | $297K | Buy |
+17,811
| New | +$297K | 0.01% | 609 |
|