Mariner Independent Advisor Network’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-10,479
| Closed | -$349K | – | 384 |
|
|
2019
Q3 | $349K | Hold |
10,479
| – | – | 0.03% | 341 |
|
|
2019
Q2 | $336K | Hold |
10,479
| – | – | 0.03% | 341 |
|
|
2019
Q1 | $333K | Sell |
10,479
-900
| -8% | -$28.6K | 0.03% | 329 |
|
|
2018
Q4 | $335K | Sell |
11,379
-1,208
| -10% | -$35.6K | 0.03% | 329 |
|
|
2018
Q3 | $385K | Buy |
+12,587
| New | +$385K | 0.05% | 202 |
|
|
2018
Q2 | – | Sell |
-40,202
| Closed | -$1.19M | – | 251 |
|
|
2018
Q1 | $1.19M | Buy |
40,202
+12,921
| +47% | +$382K | 0.07% | 198 |
|
|
2017
Q4 | $852K | Buy |
27,281
+3,010
| +12% | +$94K | 0.09% | 196 |
|
|
2017
Q3 | $735K | Sell |
24,271
-3,015
| -11% | -$91.3K | 0.12% | 106 |
|
|
2017
Q2 | $818K | Buy |
+27,286
| New | +$818K | 0.12% | 140 |
|