LIG
Lokken Investment Group’s Artisan Partners APAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-12,215
| Closed | -$329K | – | 123 |
|
|
2022
Q3 | $329K | Sell |
12,215
-328
| -3% | -$8.83K | 0.28% | 78 |
|
|
2022
Q2 | $446K | Buy |
12,543
+810
| +7% | +$28.8K | 0.36% | 62 |
|
|
2022
Q1 | $377K | Buy |
11,733
+615
| +6% | +$19.8K | 0.3% | 79 |
|
|
2021
Q4 | $530K | Buy |
11,118
+389
| +4% | +$18.5K | 0.38% | 54 |
|
|
2021
Q3 | $525K | Sell |
10,729
-778
| -7% | -$38.1K | 0.42% | 49 |
|
|
2021
Q2 | $585K | Buy |
11,507
+717
| +7% | +$36.5K | 0.48% | 49 |
|
|
2021
Q1 | $563K | Buy |
10,790
+220
| +2% | +$11.5K | 0.5% | 48 |
|
|
2020
Q4 | $532K | Buy |
+10,570
| New | +$532K | 0.49% | 47 |
|