Summit Financial Wealth Advisors’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
2019
Q4
Sell
-15,000
Closed -$499K 146
2019
Q3
$499K Buy
15,000
+7,500
+100% +$250K 0.12% 94
2019
Q2
$241K Buy
+7,500
New +$241K 0.06% 134