Valley Wealth Managers’s Franklin Resources BEN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-100	Closed	-$2.03K	–	380
2024 Q4	$2.03K	Hold	100	–	–	﹤0.01%	344
2024 Q3	$2.02K	Hold	100	–	–	﹤0.01%	348
2024 Q2	$2.24K	Buy	+100	New	+$2.24K	﹤0.01%	339