KCFA
Key Client Fiduciary Advisors’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-35,518
| Closed | -$1.2M | – | 172 |
|
|
2023
Q3 | $1.2M | Buy |
35,518
+11,453
| +48% | +$388K | 0.74% | 36 |
|
|
2023
Q2 | $882K | Buy |
24,065
+7,000
| +41% | +$257K | 0.51% | 44 |
|
|
2023
Q1 | $636K | Buy |
17,065
+9,720
| +132% | +$362K | 0.4% | 57 |
|
|
2022
Q4 | $279K | Buy |
+7,345
| New | +$279K | 0.19% | 120 |
|