EverSource Wealth Advisors’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 | $6.58K | Hold |
165
| – | – | ﹤0.01% | 3032 |
|
|
2025
Q1 | $6.76K | Hold |
165
| – | – | ﹤0.01% | 2343 |
|
|
2024
Q4 | $6.33K | Hold |
165
| – | – | ﹤0.01% | 2241 |
|
|
2024
Q3 | $6.72K | Hold |
165
| – | – | ﹤0.01% | 2090 |
|
|
2024
Q2 | $6.35K | Hold |
165
| – | – | ﹤0.01% | 2121 |
|
|
2024
Q1 | $5.92K | Hold |
165
| – | – | ﹤0.01% | 1966 |
|
|
2023
Q4 | $6K | Hold |
165
| – | – | ﹤0.01% | 1785 |
|
|
2023
Q3 | $5.59K | Sell |
165
-750
| -82% | -$25.4K | ﹤0.01% | 1667 |
|
|
2023
Q2 | $33.6K | Sell |
915
-950
| -51% | -$34.8K | ﹤0.01% | 982 |
|
|
2023
Q1 | $69.5K | Hold |
1,865
| – | – | 0.01% | 670 |
|
|
2022
Q4 | $70.9K | Buy |
+1,865
| New | +$70.9K | 0.01% | 624 |
|