Stonebridge Financial Planning Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-500
| Closed | -$20K | – | 261 |
|
|
2021
Q4 | $20K | Hold |
500
| – | – | 0.01% | 298 |
|
|
2021
Q3 | $19K | Hold |
500
| – | – | 0.01% | 299 |
|
|
2021
Q2 | $18K | Hold |
500
| – | – | 0.01% | 307 |
|
|
2021
Q1 | $18K | Hold |
500
| – | – | 0.01% | 309 |
|
|
2020
Q4 | $16K | Hold |
500
| – | – | 0.01% | 290 |
|
|
2020
Q3 | $15K | Sell |
500
-1,200
| -71% | -$36K | 0.01% | 286 |
|
|
2020
Q2 | $49K | Hold |
1,700
| – | – | 0.04% | 182 |
|
|
2020
Q1 | $46K | Buy |
1,700
+700
| +70% | +$18.9K | 0.05% | 176 |
|
|
2019
Q4 | $34K | Buy |
+1,000
| New | +$34K | 0.03% | 192 |
|