Venturi Wealth Management’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-235
| Closed | -$5.25K | – | 1797 |
|
|
2024
Q2 | $5.25K | Buy |
235
+66
| +39% | +$1.48K | ﹤0.01% | 1222 |
|
|
2024
Q1 | $4.75K | Hold |
169
| – | – | ﹤0.01% | 1104 |
|
|
2023
Q4 | $5.04K | Buy |
169
+122
| +260% | +$3.64K | ﹤0.01% | 1027 |
|
|
2023
Q3 | $1.16K | Buy |
47
+38
| +422% | +$935 | ﹤0.01% | 1270 |
|
|
2023
Q2 | $241 | Buy |
+9
| New | +$241 | ﹤0.01% | 1124 |
|