CLEARVIEW WEALTH ADVISORS LLC – Franklin Resources, Inc. Transaction History
CLEARVIEW WEALTH ADVISORS LLC portfolio value:
$46,000
portfolio value
CLEARVIEW WEALTH ADVISORS LLC quarter portfolio value change:
-7.68%
quarter
Franklin Resources, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.90% | 19 shares | -3K | $21.52 | 2.12K |
| Q2 2022 | share | Decrease | -12.98% | -314 shares | -19K | $23.31 | 2.10K |
| Q1 2022 | share | Increase | +0.54% | 13 shares | -13K | $27.92 | 2.41K |
| Q4 2021 | share | Increase | +0.71% | 17 shares | 10K | $33.44 | 2.40K |
| Q3 2021 | share | Increase | +46.03% | 753 shares | 19K | $29.72 | 2.38K |
| Q2 2021 | share | Decrease | -3.65% | -62 shares | 2K | $31.7 | 1.63K |
| Q1 2021 | share | Increase | +8.92% | 139 shares | 11K | $29.08 | 1.69K |
| Q4 2020 | share | Increase | 0.00% | 1.55K shares | 39K | $24.31 | 1.55K |