Carson Wealth (CWM LLC)’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 | $691K | Buy |
17,348
+12,687
| +272% | +$505K | ﹤0.01% | 1443 |
|
|
2025
Q1 | $191K | Buy |
4,661
+44
| +1% | +$1.8K | ﹤0.01% | 1946 |
|
|
2024
Q4 | $177K | Buy |
4,617
+691
| +18% | +$26.5K | ﹤0.01% | 1905 |
|
|
2024
Q3 | $160K | Buy |
3,926
+973
| +33% | +$39.7K | ﹤0.01% | 1878 |
|
|
2024
Q2 | $106K | Sell |
2,953
-132
| -4% | -$4.74K | ﹤0.01% | 1939 |
|
|
2024
Q1 | $114K | Buy |
3,085
+802
| +35% | +$29.6K | ﹤0.01% | 1797 |
|
|
2023
Q4 | $83K | Buy |
+2,283
| New | +$83K | ﹤0.01% | 1866 |
|
|
2023
Q1 | – | Sell |
-54
| Closed | -$2K | – | 4208 |
|
|
2022
Q4 | $2K | Buy |
+54
| New | +$2K | ﹤0.01% | 3581 |
|
|
2019
Q1 | – | Sell |
-3,550
| Closed | -$102K | – | 3106 |
|
|
2018
Q4 | $102K | Buy |
+3,550
| New | +$102K | ﹤0.01% | 722 |
|