LOKKEN INVESTMENT GROUP LLC – iShares Core Moderate Allocation ETF Transaction History
LOKKEN INVESTMENT GROUP LLC portfolio value:
$327,000
portfolio value
LOKKEN INVESTMENT GROUP LLC quarter portfolio value change:
-6.03%
quarter
iShares Core Moderate Allocation ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3.60% | 310 shares | -9K | $36.61 | 8.92K |
| Q2 2022 | share | Decrease | -9.56% | -910 shares | -50K | $38.96 | 8.61K |
| Q1 2022 | share | Decrease | -4.32% | -430 shares | -67K | $42.97 | 9.52K |
| Q4 2021 | share | 0.00% | 0 shares | 8K | $45.56 | 9.95K | |
| Q3 2021 | share | Increase | +2.74% | 265 shares | 9K | $44.62 | 9.95K |
| Q2 2021 | share | Increase | +0.18% | 17 shares | 15K | $44.74 | 9.68K |
| Q1 2021 | share | Decrease | -6.97% | -725 shares | -28K | $43.14 | 9.67K |
| Q4 2020 | share | Increase | +7.50% | 725 shares | 448.57K | $42.79 | 10.39K |