Centurion Wealth Management’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 | $1.5M | Buy |
37,527
+3,774
| +11% | +$150K | 0.43% | 58 |
|
|
2025
Q1 | $1.29M | Hold |
33,753
| – | – | 0.41% | 52 |
|
|
2024
Q4 | $1.29M | Sell |
33,753
-5,790
| -15% | -$222K | 0.41% | 52 |
|
|
2024
Q3 | $1.61M | Buy |
+39,543
| New | +$1.61M | 0.51% | 44 |
|
|
2024
Q1 | $1.55M | Buy |
42,136
+1,054
| +3% | +$38.8K | 0.61% | 33 |
|
|
2023
Q4 | $1.49M | Buy |
41,082
+493
| +1% | +$17.9K | 0.64% | 29 |
|
|
2023
Q3 | $1.38M | Buy |
40,589
+2,792
| +7% | +$94.6K | 0.67% | 29 |
|
|
2023
Q2 | $1.39M | Buy |
37,797
+2,950
| +8% | +$108K | 0.67% | 31 |
|
|
2023
Q1 | $1.3M | Buy |
34,847
+1,886
| +6% | +$70.3K | 0.66% | 32 |
|
|
2022
Q4 | $1.25M | Buy |
+32,961
| New | +$1.25M | 0.71% | 35 |
|