Global Retirement Partners’s Franklin US Core Dividend Tilt Index ETF UDIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.4K | Buy |
+942
| New | +$45.4K | ﹤0.01% | 1818 |
|
|
2024
Q4 | $42.8K | Hold |
942
| – | – | ﹤0.01% | 1694 |
|
|
2024
Q3 | $42K | Hold |
942
| – | – | ﹤0.01% | 1644 |
|
|
2024
Q2 | $39.7K | Hold |
942
| – | – | ﹤0.01% | 1658 |
|
|
2024
Q1 | $38K | Hold |
942
| – | – | ﹤0.01% | 1527 |
|
|
2023
Q4 | $34.7K | Hold |
942
| – | – | ﹤0.01% | 1523 |
|
|
2023
Q3 | $30.9K | Hold |
942
| – | – | ﹤0.01% | 1482 |
|
|
2023
Q2 | $32.4K | Hold |
942
| – | – | ﹤0.01% | 1467 |
|
|
2023
Q1 | $29.9K | Hold |
942
| – | – | ﹤0.01% | 1468 |
|
|
2022
Q4 | $28.4K | Hold |
942
| – | – | ﹤0.01% | 1330 |
|
|
2022
Q3 | $29K | Hold |
942
| – | – | ﹤0.01% | 1230 |
|
|
2022
Q2 | $30K | Hold |
942
| – | – | ﹤0.01% | 1199 |
|
|
2022
Q1 | $32K | Buy |
+942
| New | +$32K | ﹤0.01% | 1177 |
|
|
2021
Q4 | – | Sell |
-942
| Closed | -$32K | – | 1697 |
|
|
2021
Q3 | $32K | Hold |
942
| – | – | ﹤0.01% | 1020 |
|
|
2021
Q2 | $33K | Hold |
942
| – | – | ﹤0.01% | 1019 |
|
|
2021
Q1 | $31K | Hold |
942
| – | – | ﹤0.01% | 966 |
|
|
2020
Q4 | $30K | Hold |
942
| – | – | ﹤0.01% | 905 |
|
|
2020
Q3 | $26K | Hold |
942
| – | – | ﹤0.01% | 847 |
|
|
2020
Q2 | $25K | Hold |
942
| – | – | ﹤0.01% | 840 |
|
|
2020
Q1 | $22K | Buy |
+942
| New | +$22K | ﹤0.01% | 778 |
|