Carson Wealth (CWM LLC)’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.1M | Buy |
554,744
+137,390
| +33% | +$4.47M | 0.06% | 260 |
|
|
2025
Q1 | $13.5M | Buy |
417,354
+133,831
| +47% | +$4.33M | 0.05% | 288 |
|
|
2024
Q4 | $8.65M | Buy |
283,523
+35,616
| +14% | +$1.09M | 0.04% | 349 |
|
|
2024
Q3 | $7.71M | Buy |
247,907
+42,644
| +21% | +$1.33M | 0.03% | 355 |
|
|
2024
Q2 | $6.08M | Buy |
205,263
+31,713
| +18% | +$940K | 0.03% | 380 |
|
|
2024
Q1 | $5.17M | Buy |
173,550
+63,175
| +57% | +$1.88M | 0.03% | 413 |
|
|
2023
Q4 | $3.05M | Buy |
110,375
+47,801
| +76% | +$1.32M | 0.02% | 497 |
|
|
2023
Q3 | $1.71M | Buy |
62,574
+58,942
| +1,623% | +$1.61M | 0.01% | 582 |
|
|
2023
Q2 | $99K | Buy |
3,632
+2,032
| +127% | +$55.4K | ﹤0.01% | 1572 |
|
|
2023
Q1 | $43K | Hold |
1,600
| – | – | ﹤0.01% | 1973 |
|
|
2022
Q4 | $41K | Buy |
+1,600
| New | +$41K | ﹤0.01% | 1862 |
|