Lokken Investment Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-21,726	Closed	-$584K	–	156
2024 Q1	$584K	Buy	21,726 +1,935	+10%	+$52K	0.29%	79
2023 Q4	$502K	Buy	19,791 +5,517	+39%	+$140K	0.28%	77
2023 Q3	$337K	Sell	14,274 -177	-1%	-$4.18K	0.22%	92
2023 Q2	$350K	Buy	+14,451	New	+$350K	0.23%	92