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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $750K | Buy |
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|
2025
Q2 | $691K | Buy |
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|
2025
Q1 | $191K | Buy |
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|
2024
Q4 | $177K | Buy |
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|
2024
Q3 | $160K | Buy |
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|
2024
Q2 | $106K | Sell |
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|
2024
Q1 | $114K | Buy |
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|
2023
Q4 | $83K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $2K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $102K | Buy |
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