WAAG
Wealth Alliance Advisory Group’s Franklin Resources BEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-17,859
| Closed | -$399K | – | 196 |
|
|
2024
Q2 | $399K | Sell |
17,859
-820
| -4% | -$18.3K | 0.09% | 126 |
|
|
2024
Q1 | $525K | Sell |
18,679
-79
| -0.4% | -$2.22K | 0.12% | 100 |
|
|
2023
Q4 | $559K | Buy |
18,758
+4
| +0% | +$119 | 0.15% | 89 |
|
|
2023
Q3 | $461K | Sell |
18,754
-1,604
| -8% | -$39.4K | 0.14% | 95 |
|
|
2023
Q2 | $544K | Buy |
20,358
+2,285
| +13% | +$61K | 0.19% | 81 |
|
|
2023
Q1 | $487K | Buy |
18,073
+6,814
| +61% | +$184K | 0.18% | 87 |
|
|
2022
Q4 | $297K | Buy |
+11,259
| New | +$297K | 0.11% | 120 |
|