Lokken Investment Group’s iShares Select Dividend ETF DVY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-13,770	Closed	-$1.56M	–	137
2023 Q2	$1.56M	Buy	13,770 +574	+4%	+$65K	1.02%	25
2023 Q1	$1.55M	Buy	+13,196	New	+$1.55M	1.17%	21