Spire Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-400
| Closed | -$15.3K | – | 2536 |
|
|
2024
Q4 | $15.3K | Sell |
400
-6,865
| -94% | -$263K | ﹤0.01% | 1708 |
|
|
2024
Q3 | $296K | Buy |
7,265
+180
| +3% | +$7.33K | 0.01% | 643 |
|
|
2024
Q2 | $254K | Sell |
7,085
-42,992
| -86% | -$1.54M | 0.01% | 657 |
|
|
2024
Q1 | $1.84M | Buy |
50,077
+1,370
| +3% | +$50.5K | 0.03% | 263 |
|
|
2023
Q4 | $1.74M | Sell |
48,707
-9,011
| -16% | -$321K | 0.06% | 263 |
|
|
2023
Q3 | $1.96M | Buy |
57,718
+2,862
| +5% | +$97K | 0.07% | 222 |
|
|
2023
Q2 | $2.01M | Buy |
54,856
+6,852
| +14% | +$251K | 0.07% | 232 |
|
|
2023
Q1 | $1.79M | Buy |
48,004
+31,677
| +194% | +$1.18M | 0.07% | 242 |
|
|
2022
Q4 | $621K | Buy |
16,327
+5,095
| +45% | +$194K | 0.03% | 321 |
|
|
2022
Q3 | $384K | Buy |
11,232
+10,832
| +2,708% | +$370K | 0.02% | 388 |
|
|
2022
Q2 | $15K | Hold |
400
| – | – | ﹤0.01% | 1776 |
|
|
2022
Q1 | $16K | Hold |
400
| – | – | ﹤0.01% | 1890 |
|
|
2021
Q4 | $16K | Hold |
400
| – | – | ﹤0.01% | 2204 |
|
|
2021
Q3 | $14K | Hold |
400
| – | – | ﹤0.01% | 1990 |
|
|
2021
Q2 | $15K | Hold |
400
| – | – | ﹤0.01% | 1988 |
|
|
2021
Q1 | $14K | Buy |
+400
| New | +$14K | ﹤0.01% | 2299 |
|