YorkBridge Wealth Partners’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
Q3 | – | Sell |
-1,000
| Closed | -$32K | – | 457 |
|
|
2019
Q2 | $32K | Hold |
1,000
| – | – | 0.01% | 415 |
|
|
2019
Q1 | $32K | Hold |
1,000
| – | – | 0.01% | 404 |
|
|
2018
Q4 | $29K | Hold |
1,000
| – | – | 0.02% | 383 |
|
|
2018
Q3 | $31K | Hold |
1,000
| – | – | 0.01% | 418 |
|
|
2018
Q2 | $30K | Hold |
1,000
| – | – | 0.01% | 434 |
|
|
2018
Q1 | $29K | Hold |
1,000
| – | – | 0.01% | 442 |
|
|
2017
Q4 | $30K | Hold |
1,000
| – | – | 0.01% | 434 |
|
|
2017
Q3 | $30K | Hold |
1,000
| – | – | 0.02% | 441 |
|
|
2017
Q2 | $30K | Hold |
1,000
| – | – | 0.02% | 441 |
|
|
2017
Q1 | $30K | Hold |
1,000
| – | – | 0.02% | 434 |
|
|
2016
Q4 | $28K | Buy |
+1,000
| New | +$28K | 0.02% | 422 |
|