Total Clarity Wealth Management’s Franklin US Core Dividend Tilt Index ETF UDIV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $319K | Buy |
6,613
+502
| +8% | +$24.2K | 0.09% | 216 |
|
2025
Q1 | $277K | Hold |
6,111
| – | – | 0.09% | 203 |
|
2024
Q4 | $277K | Buy |
6,111
+666
| +12% | +$30.2K | 0.09% | 204 |
|
2024
Q3 | $243K | Buy |
5,445
+350
| +7% | +$15.6K | 0.08% | 221 |
|
2024
Q2 | $215K | Hold |
5,095
| – | – | 0.07% | 228 |
|
2024
Q1 | $206K | Buy |
+5,095
| New | +$206K | 0.07% | 252 |
|