Steward Partners Investment Advisory’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49.8K | Hold |
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|
2025
Q1 | $51.2K | Sell |
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|
2024
Q4 | $71K | Sell |
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|
2024
Q3 | $112K | Sell |
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|
2024
Q2 | $106K | Sell |
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|
2024
Q1 | $116K | Sell |
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|
2023
Q4 | $125K | Buy |
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|
2023
Q3 | $113K | Sell |
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|
2023
Q2 | $195K | Buy |
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|
2023
Q1 | $144K | Buy |
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|
2022
Q4 | $143K | Hold |
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|
2022
Q3 | $128K | Hold |
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|
2022
Q2 | $141K | Hold |
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|
2022
Q1 | $149K | Hold |
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|
2021
Q4 | $150K | Sell |
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|
2021
Q3 | $140K | Hold |
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|
2021
Q2 | $142K | Sell |
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|
2021
Q1 | $196K | Sell |
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|
2020
Q4 | $221K | Sell |
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|
2020
Q3 | $207K | Sell |
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|
2020
Q2 | $216K | Hold |
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|
2020
Q1 | $193K | Buy |
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|
2019
Q4 | $241K | Buy |
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|
2019
Q3 | $198K | Buy |
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