Regal Investment Advisors’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $859K | Buy |
+26,387
| New | +$859K | 0.06% | 257 |
|
2025
Q1 | – | Sell |
-18,473
| Closed | -$564K | – | 479 |
|
2024
Q4 | $564K | Buy |
18,473
+1,280
| +7% | +$39.1K | 0.04% | 299 |
|
2024
Q3 | $534K | Sell |
17,193
-1,190
| -6% | -$37K | 0.04% | 342 |
|
2024
Q2 | $545K | Buy |
18,383
+38
| +0.2% | +$1.13K | 0.04% | 339 |
|
2024
Q1 | $546K | Sell |
18,345
-577
| -3% | -$17.2K | 0.04% | 339 |
|
2023
Q4 | $523K | Buy |
18,922
+660
| +4% | +$18.3K | 0.04% | 318 |
|
2023
Q3 | $498K | Sell |
18,262
-97
| -0.5% | -$2.64K | 0.04% | 295 |
|
2023
Q2 | $499K | Buy |
18,359
+3,635
| +25% | +$98.8K | 0.04% | 296 |
|
2023
Q1 | $397K | Buy |
+14,724
| New | +$397K | 0.04% | 330 |
|