TrustCore Financial Services’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 |
-761
| Closed | -$25K | – | 1019 |
|
2021
Q4 | $25K | Hold |
761
| – | – | ﹤0.01% | 563 |
|
2021
Q3 | $23K | Hold |
761
| – | – | ﹤0.01% | 609 |
|
2021
Q2 | $24K | Hold |
761
| – | – | ﹤0.01% | 584 |
|
2021
Q1 | $23K | Hold |
761
| – | – | ﹤0.01% | 558 |
|
2020
Q4 | $19K | Hold |
761
| – | – | ﹤0.01% | 568 |
|
2020
Q3 | $15K | Hold |
761
| – | – | ﹤0.01% | 535 |
|
2020
Q2 | $16K | Hold |
761
| – | – | ﹤0.01% | 549 |
|
2020
Q1 | $13K | Hold |
761
| – | – | ﹤0.01% | 536 |
|
2019
Q4 | $20K | Hold |
761
| – | – | ﹤0.01% | 502 |
|
2019
Q3 | $22K | Hold |
761
| – | – | ﹤0.01% | 486 |
|
2019
Q2 | $26K | Hold |
761
| – | – | 0.01% | 457 |
|
2019
Q1 | $25K | Buy |
+761
| New | +$25K | 0.01% | 393 |
|