United Asset Strategies’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
Q1
Sell
-12,340
Closed -$446K 234
2022
Q4
$446K Buy
12,340
+248
+2% +$8.97K 0.06% 185
2022
Q3
$408K Buy
+12,092
New +$408K 0.06% 164