Lokken Investment Group LLC Schwab Strategic Tr Us Dividen Transaction History

Lokken Investment Group LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	BUY	$75.25 - $80.63 $48,536 - $52,006	645 Added 9.78%	7,242 $583,000
Q4 2023 Feb 13, 2024	BUY	$66.9 - $76.32 $123,029 - $140,352	1,839 Added 38.65%	6,597 $502,000
Q3 2023 Nov 13, 2023	SELL	$70.63 - $75.66 $4,167 - $4,463	-59 Reduced 1.22%	4,758 $336,000
Q2 2023 Aug 09, 2023	BUY	$69.18 - $73.94 $333,240 - $356,168	4,817 New	4,817 $349,000

1,760

276M

1.92M

1.16M

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