Goldstone Financial Group’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 |
-25,847
| Closed | -$952K | – | 183 |
|
|
2024
Q1 | $952K | Buy |
25,847
+6,361
| +33% | +$234K | 0.22% | 73 |
|
|
2023
Q4 | $708K | Sell |
19,486
-1,968
| -9% | -$71.5K | 0.18% | 87 |
|
|
2023
Q3 | $727K | Buy |
21,454
+7,064
| +49% | +$239K | 0.22% | 88 |
|
|
2023
Q2 | $528K | Buy |
14,390
+8,729
| +154% | +$320K | 0.16% | 93 |
|
|
2023
Q1 | $211K | Buy |
+5,661
| New | +$211K | 0.07% | 144 |
|