Atlas Private Wealth Advisors’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,604
| Closed | -$130K | – | 479 |
|
|
2021
Q3 | $130K | Sell |
3,604
-96
| -3% | -$3.46K | 0.07% | 157 |
|
|
2021
Q2 | $135K | Sell |
3,700
-55
| -1% | -$2.01K | 0.07% | 141 |
|
|
2021
Q1 | $131K | Buy |
3,755
+205
| +6% | +$7.15K | 0.07% | 138 |
|
|
2020
Q4 | $115K | Hold |
3,550
| – | – | 0.08% | 137 |
|
|
2020
Q3 | $105K | Hold |
3,550
| – | – | 0.09% | 140 |
|
|
2020
Q2 | $102K | Buy |
+3,550
| New | +$102K | 0.09% | 144 |
|