Gladstone Institutional Advisory’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
2023
Q1
Sell
-6,595
Closed -$251K 690
2022
Q4
$251K Buy
6,595
+725
+12% +$27.6K 0.02% 550
2022
Q3
$201K Buy
+5,870
New +$201K 0.02% 589