Moneywise Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-7,392
| Closed | -$248K | – | 42 |
|
|
2019
Q4 | $248K | Sell |
7,392
-14
| -0.2% | -$470 | 0.19% | 34 |
|
|
2019
Q3 | $249K | Sell |
7,406
-70
| -0.9% | -$2.35K | 0.2% | 34 |
|
|
2019
Q2 | $240K | Sell |
7,476
-5,306
| -42% | -$170K | 0.18% | 37 |
|
|
2019
Q1 | $378K | Buy |
12,782
+5,289
| +71% | +$156K | 0.32% | 24 |
|
|
2018
Q4 | $215K | Sell |
7,493
-32
| -0.4% | -$918 | 0.2% | 35 |
|
|
2018
Q3 | $230K | Sell |
7,525
-5,126
| -41% | -$157K | 0.19% | 37 |
|
|
2018
Q2 | $378K | Sell |
12,651
-1,617
| -11% | -$48.3K | 0.32% | 25 |
|
|
2018
Q1 | $422K | Sell |
14,268
-5,930
| -29% | -$175K | 0.35% | 23 |
|
|
2017
Q4 | $637K | Sell |
20,198
-2,893
| -13% | -$91.2K | 0.48% | 21 |
|
|
2017
Q3 | $699K | Sell |
23,091
-392
| -2% | -$11.9K | 0.55% | 20 |
|
|
2017
Q2 | $704K | Buy |
23,483
+2,063
| +10% | +$61.8K | 0.6% | 20 |
|
|
2017
Q1 | $637K | Buy |
21,420
+4,497
| +27% | +$134K | 0.58% | 20 |
|
|
2016
Q4 | $483K | Sell |
16,923
-328
| -2% | -$9.36K | 0.48% | 21 |
|
|
2016
Q3 | $481K | Buy |
+17,251
| New | +$481K | 0.51% | 19 |
|