Franklin Resources’s i3 Verticals IIIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $414K | Hold |
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|
2025
Q1 | $372K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $668K | Hold |
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|
2021
Q1 | $688K | Hold |
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|
2020
Q4 | $734K | Hold |
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|
2020
Q3 | $558K | Hold |
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|
2020
Q2 | $624K | Hold |
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|
2020
Q1 | $422K | Hold |
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|
2019
Q4 | $624K | Sell |
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|
2019
Q3 | $535K | Sell |
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|
2019
Q2 | $9.9M | Sell |
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|
2019
Q1 | $8.22M | Buy |
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|
2018
Q4 | $7.7M | Sell |
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|
2018
Q3 | $12.5M | Sell |
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|
2018
Q2 | $11.6M | Buy |
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