Syverson Strege & 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 |
-43
| Closed | -$1.16K | – | 121 |
|
|
2023
Q1 | $1.16K | Buy |
+43
| New | +$1.16K | ﹤0.01% | 587 |
|
|
2022
Q1 | – | Sell |
-100
| Closed | -$3K | – | 299 |
|
|
2021
Q4 | $3K | Sell |
100
-46
| -32% | -$1.38K | ﹤0.01% | 254 |
|
|
2021
Q3 | $4K | Buy |
146
+46
| +46% | +$1.26K | ﹤0.01% | 338 |
|
|
2021
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 230 |
|
|
2021
Q1 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 226 |
|