Wetzel Investment Advisors’s Franklin Resources BEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-500
Closed -$14.1K 202
2024
Q2
$14.1K Hold
500
0.01% 400
2024
Q1
$12.5K Hold
500
0.01% 482
2023
Q4
$15K Buy
+500
New +$15K 0.01% 426