Zullo Investment Group’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,763
| Closed | -$72.9K | – | 185 |
|
|
2022
Q4 | $72.9K | Buy |
2,763
+61
| +2% | +$1.61K | 0.04% | 230 |
|
|
2022
Q3 | $58K | Buy |
2,702
+22
| +0.8% | +$472 | 0.04% | 253 |
|
|
2022
Q2 | $62K | Buy |
2,680
+278
| +12% | +$6.43K | 0.04% | 258 |
|
|
2022
Q1 | $67K | Buy |
2,402
+1,823
| +315% | +$50.9K | 0.03% | 266 |
|
|
2021
Q4 | $19K | Buy |
+579
| New | +$19K | 0.01% | 429 |
|