Spire Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-85
| Closed | -$4.16K | – | 2413 |
|
|
2023
Q2 | $4.16K | Hold |
85
| – | – | ﹤0.01% | 2044 |
|
|
2023
Q1 | $3.75K | Buy |
+85
| New | +$3.75K | ﹤0.01% | 2103 |
|
|
2022
Q2 | – | Sell |
-175
| Closed | -$8K | – | 2752 |
|
|
2022
Q1 | $8K | Sell |
175
-1,620
| -90% | -$74.1K | ﹤0.01% | 2107 |
|
|
2021
Q4 | $97K | Buy |
1,795
+835
| +87% | +$45.1K | ﹤0.01% | 1415 |
|
|
2021
Q3 | $47K | Sell |
960
-970
| -50% | -$47.5K | ﹤0.01% | 1499 |
|
|
2021
Q2 | $92K | Sell |
1,930
-1,060
| -35% | -$50.5K | ﹤0.01% | 1208 |
|
|
2021
Q1 | $129K | Buy |
+2,990
| New | +$129K | ﹤0.01% | 1274 |
|