Diversify Advisory Services’s Franklin Intelligent Machines ETF IQM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $455K | Buy |
5,595
+671
| +14% | +$54.6K | 0.02% | 568 |
|
|
2025
Q1 | $299K | Sell |
4,924
-4,251
| -46% | -$258K | 0.02% | 496 |
|
|
2024
Q4 | $619K | Buy |
9,175
+400
| +5% | +$27K | 0.03% | 319 |
|
|
2024
Q3 | $559K | Buy |
8,775
+750
| +9% | +$47.8K | 0.03% | 360 |
|
|
2024
Q2 | $529K | Buy |
8,025
+1,100
| +16% | +$72.5K | 0.03% | 376 |
|
|
2024
Q1 | $405K | Buy |
+6,925
| New | +$405K | 0.02% | 472 |
|