SVWAG
Sound View Wealth Advisors Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-8,234
| Closed | -$212K | – | 243 |
|
|
2020
Q1 | $212K | Sell |
8,234
-2,211
| -21% | -$56.9K | 0.07% | 202 |
|
|
2019
Q4 | $356K | Sell |
10,445
-23,778
| -69% | -$810K | 0.1% | 169 |
|
|
2019
Q3 | $1.15M | Sell |
34,223
-9,145
| -21% | -$307K | 0.34% | 86 |
|
|
2019
Q2 | $1.4M | Buy |
+43,368
| New | +$1.4M | 0.41% | 73 |
|