Fortis Group Advisors’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 | $746K | Buy |
22,359
+858
| +4% | +$28.6K | 0.14% | 139 |
|
|
2025
Q1 | $696K | Sell |
21,501
-1,740
| -7% | -$56.3K | 0.14% | 124 |
|
|
2024
Q4 | $709K | Buy |
23,241
+1,032
| +5% | +$31.5K | 0.13% | 116 |
|
|
2024
Q3 | $690K | Buy |
22,209
+306
| +1% | +$9.51K | 0.13% | 108 |
|
|
2024
Q2 | $649K | Buy |
21,903
+1,022
| +5% | +$30.3K | 0.13% | 103 |
|
|
2024
Q1 | $622K | Buy |
20,881
+4,543
| +28% | +$135K | 0.11% | 118 |
|
|
2023
Q4 | $440K | Hold |
16,338
| – | – | 0.11% | 79 |
|
|
2023
Q3 | $440K | Sell |
16,338
-1,992
| -11% | -$53.7K | 0.14% | 74 |
|
|
2023
Q2 | $498K | Buy |
18,330
+1,932
| +12% | +$52.5K | 0.13% | 85 |
|
|
2023
Q1 | $455K | Buy |
+16,398
| New | +$455K | 0.14% | 74 |
|