Wealthspire Advisors (New York)’s Franklin Resources BEN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-8,231	Closed	-$244K	–	400
2021 Q1	$244K	Buy	+8,231	New	+$244K	0.01%	618
2019 Q1	–	Sell	-195	Closed	-$6K	–	132
2018 Q4	$6K	Buy	+195	New	+$6K	﹤0.01%	604