Wealthcare Advisory Partners’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,779
| Closed | -$303K | – | 824 |
|
|
2024
Q1 | $303K | Buy |
10,779
+3,627
| +51% | +$102K | 0.01% | 669 |
|
|
2023
Q4 | $213K | Buy |
+7,152
| New | +$213K | 0.01% | 707 |
|
|
2021
Q2 | – | Sell |
-139
| Closed | -$4K | – | 675 |
|
|
2021
Q1 | $4K | Buy |
+139
| New | +$4K | ﹤0.01% | 1685 |
|
|
2020
Q2 | – | Sell |
-3
| Closed | – | – | 409 |
|
|
2020
Q1 | $0 | Sell |
3
-98
| -97% | – | ﹤0.01% | 1480 |
|
|
2019
Q4 | $3K | Buy |
101
+1
| +1% | +$30 | ﹤0.01% | 1183 |
|
|
2019
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 1133 |
|
|
2019
Q2 | $3K | Buy |
100
+1
| +1% | +$30 | ﹤0.01% | 1125 |
|
|
2019
Q1 | $3K | Sell |
99
-59
| -37% | -$1.79K | ﹤0.01% | 1026 |
|
|
2018
Q4 | $5K | Buy |
158
+1
| +0.6% | +$32 | ﹤0.01% | 919 |
|
|
2018
Q3 | $5K | Hold |
157
| – | – | ﹤0.01% | 978 |
|
|
2018
Q2 | $5K | Buy |
157
+9
| +6% | +$287 | ﹤0.01% | 968 |
|
|
2018
Q1 | $5K | Hold |
148
| – | – | ﹤0.01% | 820 |
|
|
2017
Q4 | $6K | Buy |
148
+85
| +135% | +$3.45K | ﹤0.01% | 750 |
|
|
2017
Q3 | $3K | Buy |
+63
| New | +$3K | ﹤0.01% | 711 |
|