LOKKEN INVESTMENT GROUP LLC – Schwab U.S. Broad Market ETF Transaction History
LOKKEN INVESTMENT GROUP LLC portfolio value:
$1.74M
portfolio value
LOKKEN INVESTMENT GROUP LLC quarter portfolio value change:
-4.98%
quarter
Schwab U.S. Broad Market ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.01% | 3 shares | -91K | $41.99 | 41.53K |
| Q2 2022 | share | Increase | +115.96% | 22.30K shares | 902K | $44.19 | 41.53K |
| Q1 2022 | share | Increase | +2.21% | 415 shares | -130K | $53.39 | 19.23K |
| Q4 2021 | share | Decrease | -0.71% | -67 shares | 79K | $113.36 | 9.40K |
| Q3 2021 | share | Increase | +3.98% | 363 shares | 34K | $103.86 | 9.47K |
| Q2 2021 | share | Increase | +25.70% | 1.86K shares | 249K | $103.94 | 9.11K |
| Q1 2021 | share | Increase | +5.12% | 353 shares | 73K | $96.11 | 7.25K |
| Q4 2020 | share | Decrease | -4.87% | -353 shares | 627.29K | $90.16 | 6.89K |