Intrepid Financial Planning 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Sell |
6,315
-50
| -0.8% | -$1.99K | 0.11% | 104 |
|
|
2025
Q1 | $261K | Sell |
6,365
-507
| -7% | -$20.8K | 0.12% | 99 |
|
|
2024
Q4 | $264K | Sell |
6,872
-70
| -1% | -$2.69K | 0.11% | 101 |
|
|
2024
Q3 | $283K | Sell |
6,942
-280
| -4% | -$11.4K | 0.12% | 99 |
|
|
2024
Q2 | $259K | Sell |
7,222
-85
| -1% | -$3.05K | 0.11% | 103 |
|
|
2024
Q1 | $269K | Hold |
7,307
| – | – | 0.12% | 104 |
|
|
2023
Q4 | $266K | Hold |
7,307
| – | – | 0.13% | 99 |
|
|
2023
Q3 | $248K | Hold |
7,307
| – | – | 0.13% | 99 |
|
|
2023
Q2 | $268K | Sell |
7,307
-195
| -3% | -$7.15K | 0.13% | 94 |
|
|
2023
Q1 | $280K | Buy |
+7,502
| New | +$280K | 0.14% | 90 |
|