Smith Group Asset 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 | $29K | Sell |
1,044
-56
| -5% | -$1.56K | ﹤0.01% | 213 |
|
|
2021
Q4 | $37K | Buy |
+1,100
| New | +$37K | ﹤0.01% | 204 |
|
|
2019
Q3 | – | Sell |
-910
| Closed | -$32K | – | 384 |
|
|
2019
Q2 | $32K | Buy |
+910
| New | +$32K | ﹤0.01% | 308 |
|
|
2017
Q4 | – | Sell |
-230
| Closed | -$10K | – | 438 |
|
|
2017
Q3 | $10K | Hold |
230
| – | – | ﹤0.01% | 426 |
|
|
2017
Q2 | $10K | Buy |
+230
| New | +$10K | ﹤0.01% | 427 |
|