IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-200
| Closed | -$5K | – | 3358 |
|
|
2018
Q4 | $5K | Sell |
200
-430
| -68% | -$10.8K | ﹤0.01% | 2827 |
|
|
2018
Q3 | $18K | Hold |
630
| – | – | ﹤0.01% | 2493 |
|
|
2018
Q2 | $17K | Hold |
630
| – | – | ﹤0.01% | 2552 |
|
|
2018
Q1 | $18K | Hold |
630
| – | – | ﹤0.01% | 2458 |
|
|
2017
Q4 | $18K | Hold |
630
| – | – | ﹤0.01% | 2456 |
|
|
2017
Q3 | $18K | Buy |
630
+250
| +66% | +$7.14K | ﹤0.01% | 2642 |
|
|
2017
Q2 | $11K | Buy |
+380
| New | +$11K | ﹤0.01% | 2930 |
|