Lokken Investment Group’s iShares USD Green Bond ETF BGRN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-5,523
Closed -$300K 126
2021
Q4
$300K Buy
5,523
+124
+2% +$6.74K 0.21% 100
2021
Q3
$296K Buy
+5,399
New +$296K 0.23% 89