WMA
Wealth Management Associates’s Franklin Resources BEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-19,895
| Closed | -$489K | – | 202 |
|
|
2023
Q3 | $489K | Sell |
19,895
-8,490
| -30% | -$209K | 0.29% | 78 |
|
|
2023
Q2 | $758K | Buy |
28,385
+1,120
| +4% | +$29.9K | 0.43% | 55 |
|
|
2023
Q1 | $735K | Buy |
27,265
+5,410
| +25% | +$146K | 0.45% | 54 |
|
|
2022
Q4 | $577K | Buy |
+21,855
| New | +$577K | 0.38% | 64 |
|