Cambridge Investment Research Advisors’s Franklin US Core Dividend Tilt Index ETF UDIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $257K | Buy |
5,338
+618
| +13% | +$29.8K | ﹤0.01% | 3112 |
|
|
2025
Q1 | $206K | Sell |
4,720
-871
| -16% | -$38K | ﹤0.01% | 3188 |
|
|
2024
Q4 | $254K | Buy |
5,591
+20
| +0.4% | +$909 | ﹤0.01% | 2987 |
|
|
2024
Q3 | $249K | Sell |
5,571
-564
| -9% | -$25.2K | ﹤0.01% | 2974 |
|
|
2024
Q2 | $258K | Sell |
6,135
-309
| -5% | -$13K | ﹤0.01% | 2825 |
|
|
2024
Q1 | $260K | Buy |
6,444
+779
| +14% | +$31.4K | ﹤0.01% | 2819 |
|
|
2023
Q4 | $209K | Buy |
+5,665
| New | +$209K | ﹤0.01% | 2869 |
|
|
2022
Q4 | – | Sell |
-7,263
| Closed | -$207K | – | 3212 |
|
|
2022
Q3 | $207K | Sell |
7,263
-14
| -0.2% | -$399 | ﹤0.01% | 2676 |
|
|
2022
Q2 | $231K | Sell |
7,277
-626
| -8% | -$19.9K | ﹤0.01% | 2599 |
|
|
2022
Q1 | $286K | Sell |
7,903
-660
| -8% | -$23.9K | ﹤0.01% | 2588 |
|
|
2021
Q4 | $313K | Buy |
8,563
+657
| +8% | +$24K | ﹤0.01% | 2493 |
|
|
2021
Q3 | $271K | Buy |
+7,906
| New | +$271K | ﹤0.01% | 2547 |
|