CFS Investment Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-423,220
| Closed | -$1.81M | – | 201 |
|
|
2022
Q3 | $1.81M | Buy |
423,220
+411,848
| +3,622% | +$1.76M | 0.42% | 37 |
|
|
2022
Q2 | $428K | Sell |
11,372
-445,144
| -98% | -$16.8M | 0.07% | 171 |
|
|
2022
Q1 | $315K | Buy |
456,516
+446,063
| +4,267% | +$308K | 1.37% | 15 |
|
|
2021
Q4 | $411K | Sell |
10,453
-1,500
| -13% | -$59K | 0.06% | 175 |
|
|
2021
Q3 | $430K | Buy |
+11,953
| New | +$430K | 0.06% | 163 |
|