Stonnington Group’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 |
-10,600
| Closed | -$381K | – | 239 |
|
2021
Q4 | $381K | Buy |
10,600
+1,600
| +18% | +$57.5K | 0.08% | 189 |
|
2021
Q3 | $270K | Buy |
9,000
+1,000
| +13% | +$30K | 0.06% | 224 |
|
2021
Q2 | $249K | Sell |
8,000
-2,200
| -22% | -$68.5K | 0.06% | 246 |
|
2021
Q1 | $334K | Buy |
+10,200
| New | +$334K | 0.08% | 199 |
|