Franklin Resources’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.59M | Sell |
46,710
-282
| -0.6% | -$15.6K | ﹤0.01% | 1618 |
|
|
2025
Q1 | $1.95M | Buy |
46,992
+12,768
| +37% | +$529K | ﹤0.01% | 1692 |
|
|
2024
Q4 | $1.51M | Buy |
34,224
+28,636
| +512% | +$1.26M | ﹤0.01% | 1817 |
|
|
2024
Q3 | $211K | Buy |
+5,588
| New | +$211K | ﹤0.01% | 2613 |
|
|
2023
Q2 | – | Sell |
-42,324
| Closed | -$874K | – | 2732 |
|
|
2023
Q1 | $874K | Buy |
+42,324
| New | +$874K | ﹤0.01% | 1528 |
|