Element Wealth’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-5,893
| Closed | -$217K | – | 293 |
|
2024
Q1 | $217K | Buy |
5,893
+213
| +4% | +$7.85K | 0.13% | 130 |
|
2023
Q4 | $206K | Buy |
+5,680
| New | +$206K | 0.13% | 132 |
|
2023
Q1 | – | Sell |
-5,318
| Closed | -$202K | – | 212 |
|
2022
Q4 | $202K | Buy |
+5,318
| New | +$202K | 0.17% | 112 |
|
2022
Q2 | – | Sell |
-5,263
| Closed | -$209K | – | 198 |
|
2022
Q1 | $209K | Sell |
5,263
-75
| -1% | -$2.98K | 0.17% | 107 |
|
2021
Q4 | $214K | Buy |
+5,338
| New | +$214K | 0.16% | 99 |
|