Steward Partners Investment Advisory’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 | $9.63M | Buy |
295,920
+76,049
| +35% | +$2.48M | 0.08% | 255 |
|
|
2025
Q1 | $7.12M | Buy |
219,871
+210,781
| +2,319% | +$6.82M | 0.06% | 313 |
|
|
2024
Q4 | $277K | Buy |
9,090
+1,674
| +23% | +$51.1K | ﹤0.01% | 1450 |
|
|
2024
Q3 | $230K | Sell |
7,416
-1,080
| -13% | -$33.6K | ﹤0.01% | 1458 |
|
|
2024
Q2 | $252K | Buy |
8,496
+5,495
| +183% | +$163K | ﹤0.01% | 1347 |
|
|
2024
Q1 | $89.4K | Sell |
3,001
-200
| -6% | -$5.96K | ﹤0.01% | 1826 |
|
|
2023
Q4 | $88.5K | Buy |
3,201
+2,800
| +698% | +$77.4K | ﹤0.01% | 1745 |
|
|
2023
Q3 | $10.9K | Hold |
401
| – | – | ﹤0.01% | 2562 |
|
|
2023
Q2 | $10.9K | Buy |
+401
| New | +$10.9K | ﹤0.01% | 2540 |
|