JT Stratford LLC’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 | $1.92M | Buy |
48,171
+2,869
| +6% | +$114K | 0.29% | 74 |
|
|
2025
Q1 | $1.86M | Buy |
45,302
+1,011
| +2% | +$41.4K | 0.33% | 71 |
|
|
2024
Q4 | $1.7M | Buy |
44,291
+2,258
| +5% | +$86.6K | 0.28% | 85 |
|
|
2024
Q3 | $1.71M | Buy |
42,033
+2,621
| +7% | +$107K | 0.29% | 79 |
|
|
2024
Q2 | $1.41M | Buy |
39,412
+1,442
| +4% | +$51.7K | 0.26% | 87 |
|
|
2024
Q1 | $1.4M | Buy |
37,970
+3,445
| +10% | +$127K | 0.28% | 98 |
|
|
2023
Q4 | $1.25M | Sell |
34,525
-1,660
| -5% | -$60.3K | 0.29% | 90 |
|
|
2023
Q3 | $1.23M | Buy |
36,185
+1,238
| +4% | +$41.9K | 0.32% | 84 |
|
|
2023
Q2 | $1.28M | Buy |
34,947
+2,000
| +6% | +$73.3K | 0.35% | 82 |
|
|
2023
Q1 | $1.23M | Buy |
32,947
+9,018
| +38% | +$336K | 0.35% | 77 |
|
|
2022
Q4 | $910K | Buy |
+23,929
| New | +$910K | 0.29% | 92 |
|