IHT Wealth Management’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
Q3 | – | Sell |
-7,527
| Closed | -$270K | – | 1170 |
|
|
2024
Q2 | $270K | Sell |
7,527
-415
| -5% | -$14.9K | 0.01% | 834 |
|
|
2024
Q1 | $293K | Sell |
7,942
-100
| -1% | -$3.68K | 0.01% | 813 |
|
|
2023
Q4 | $292K | Hold |
8,042
| – | – | 0.01% | 771 |
|
|
2023
Q3 | $272K | Hold |
8,042
| – | – | 0.01% | 765 |
|
|
2023
Q2 | $295K | Sell |
8,042
-4,700
| -37% | -$172K | 0.02% | 735 |
|
|
2023
Q1 | $475K | Buy |
12,742
+1,842
| +17% | +$68.7K | 0.03% | 516 |
|
|
2022
Q4 | $415K | Buy |
+10,900
| New | +$415K | 0.03% | 545 |
|