Lokken Investment Group’s Ethan Allen Interiors ETD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,428
| Closed | -$237K | – | 149 |
|
|
2024
Q3 | $237K | Hold |
7,428
| – | – | 0.1% | 132 |
|
|
2024
Q2 | $207K | Sell |
7,428
-4,800
| -39% | -$134K | 0.1% | 137 |
|
|
2024
Q1 | $423K | Sell |
12,228
-1,800
| -13% | -$62.2K | 0.21% | 93 |
|
|
2023
Q4 | $448K | Hold |
14,028
| – | – | 0.25% | 82 |
|
|
2023
Q3 | $419K | Hold |
14,028
| – | – | 0.28% | 75 |
|
|
2023
Q2 | $397K | Hold |
14,028
| – | – | 0.26% | 86 |
|
|
2023
Q1 | $385K | Hold |
14,028
| – | – | 0.29% | 85 |
|
|
2022
Q4 | $371K | Hold |
14,028
| – | – | 0.29% | 79 |
|
|
2022
Q3 | $297K | Hold |
14,028
| – | – | 0.26% | 86 |
|
|
2022
Q2 | $284K | Hold |
14,028
| – | – | 0.23% | 93 |
|
|
2022
Q1 | $333K | Hold |
14,028
| – | – | 0.26% | 92 |
|
|
2021
Q4 | $369K | Hold |
14,028
| – | – | 0.26% | 84 |
|
|
2021
Q3 | $332K | Hold |
14,028
| – | – | 0.26% | 85 |
|
|
2021
Q2 | $387K | Buy |
14,028
+2,660
| +23% | +$73.4K | 0.31% | 79 |
|
|
2021
Q1 | $314K | Hold |
11,368
| – | – | 0.28% | 82 |
|
|
2020
Q4 | $230K | Buy |
+11,368
| New | +$230K | 0.21% | 93 |
|