Veritable’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $269K | Sell |
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|
2023
Q1 | $382K | Buy |
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|
2022
Q4 | $358K | Buy |
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|
2022
Q3 | $218K | Sell |
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|
2022
Q2 | $342K | Buy |
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|
2022
Q1 | $357K | Sell |
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|
2021
Q4 | $440K | Buy |
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|
2021
Q3 | $367K | Buy |
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|
2021
Q2 | $311K | Sell |
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|
2021
Q1 | $296K | Hold |
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|
2020
Q4 | $250K | Sell |
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|
2020
Q3 | $223K | Buy |
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|
2020
Q2 | $229K | Buy |
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|
2020
Q1 | $177K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $207K | Buy |
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|
2019
Q2 | $248K | Hold |
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|
2019
Q1 | $236K | Buy |
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|
2018
Q4 | $209K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $226K | Sell |
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|
2018
Q1 | $283K | Sell |
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|
2017
Q4 | $390K | Sell |
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|
2017
Q3 | $428K | Sell |
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|
2017
Q2 | $897K | Buy |
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|
2017
Q1 | $604K | Hold |
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|
2016
Q4 | $568K | Sell |
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|
2016
Q3 | $515K | Buy |
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|
2016
Q2 | $473K | Sell |
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|
2016
Q1 | $564K | Sell |
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|
2015
Q4 | $615K | Buy |
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|
2015
Q3 | $526K | Buy |
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|
2015
Q2 | $685K | Sell |
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|
2015
Q1 | $1.15M | Buy |
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|
2014
Q4 | $1.22M | Sell |
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|
2014
Q3 | $1.22M | Sell |
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|
2014
Q2 | $1.3M | Buy |
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|
2014
Q1 | $1.09M | Buy |
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|
2013
Q4 | $1.15M | Sell |
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|
2013
Q3 | $1.03M | Buy |
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|
2013
Q2 | $869K | Buy |
|