West Branch Capital’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-181
| Closed | -$4.45K | – | 446 |
|
|
2023
Q3 | $4.45K | Hold |
181
| – | – | ﹤0.01% | 351 |
|
|
2023
Q2 | $4.84K | Hold |
181
| – | – | ﹤0.01% | 352 |
|
|
2023
Q1 | $4.88K | Hold |
181
| – | – | ﹤0.01% | 358 |
|
|
2022
Q4 | $4.78K | Hold |
181
| – | – | ﹤0.01% | 349 |
|
|
2022
Q3 | $4K | Hold |
181
| – | – | ﹤0.01% | 359 |
|
|
2022
Q2 | $4K | Hold |
181
| – | – | ﹤0.01% | 347 |
|
|
2022
Q1 | $5K | Sell |
181
-333
| -65% | -$9.2K | ﹤0.01% | 349 |
|
|
2021
Q4 | $17K | Hold |
514
| – | – | 0.01% | 273 |
|
|
2021
Q3 | $15K | Hold |
514
| – | – | 0.01% | 267 |
|
|
2021
Q2 | $16K | Buy |
+514
| New | +$16K | 0.01% | 270 |
|