Atria Wealth Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $497K | Buy |
12,469
+10
| +0.1% | +$399 | 0.01% | 913 |
|
|
2025
Q1 | $510K | Sell |
12,459
-220
| -2% | -$9.01K | 0.01% | 1183 |
|
|
2024
Q4 | $487K | Buy |
12,679
+425
| +3% | +$16.3K | 0.01% | 1278 |
|
|
2024
Q3 | $499K | Sell |
12,254
-1,250
| -9% | -$50.9K | 0.01% | 1242 |
|
|
2024
Q2 | $484K | Sell |
13,504
-2,721
| -17% | -$97.5K | 0.01% | 1243 |
|
|
2024
Q1 | $598K | Buy |
16,225
+234
| +1% | +$8.62K | 0.01% | 1173 |
|
|
2023
Q4 | $582K | Sell |
15,991
-2,687
| -14% | -$97.8K | 0.01% | 1123 |
|
|
2023
Q3 | $633K | Sell |
18,678
-5,546
| -23% | -$188K | 0.01% | 1019 |
|
|
2023
Q2 | $888K | Buy |
24,224
+8,687
| +56% | +$319K | 0.01% | 885 |
|
|
2023
Q1 | $579K | Buy |
15,537
+5,959
| +62% | +$222K | 0.01% | 1042 |
|
|
2022
Q4 | $367K | Buy |
+9,578
| New | +$367K | 0.01% | 1240 |
|