PIA
Perennial Investment Advisors’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.19M | Buy |
67,153
+14,146
| +27% | +$460K | 0.21% | 95 |
|
|
2025
Q1 | $1.72M | Sell |
53,007
-43,525
| -45% | -$1.41M | 0.19% | 98 |
|
|
2024
Q4 | $2.95M | Buy |
96,532
+83,107
| +619% | +$2.54M | 0.35% | 60 |
|
|
2024
Q3 | $417K | Sell |
13,425
-2,080
| -13% | -$64.6K | 0.05% | 235 |
|
|
2024
Q2 | $460K | Buy |
15,505
+1
| +0% | +$30 | 0.07% | 208 |
|
|
2024
Q1 | $462K | Sell |
15,504
-4,793
| -24% | -$143K | 0.07% | 192 |
|
|
2023
Q4 | $561K | Buy |
20,297
+1,429
| +8% | +$39.5K | 0.09% | 165 |
|
|
2023
Q3 | $514K | Buy |
18,868
+96
| +0.5% | +$2.62K | 0.09% | 171 |
|
|
2023
Q2 | $510K | Buy |
18,772
+768
| +4% | +$20.9K | 0.09% | 172 |
|
|
2023
Q1 | $485K | Buy |
+18,004
| New | +$485K | 0.09% | 175 |
|