Schechter Investment Advisors’s ADT ADT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-19,306
| Closed | -$140K | – | 674 |
|
|
2023
Q1 | $140K | Sell |
19,306
-630
| -3% | -$4.56K | 0.01% | 636 |
|
|
2022
Q4 | $181K | Sell |
19,936
-870
| -4% | -$7.89K | 0.02% | 773 |
|
|
2022
Q3 | $156K | Buy |
20,806
+318
| +2% | +$2.38K | 0.02% | 866 |
|
|
2022
Q2 | $126K | Buy |
+20,488
| New | +$126K | 0.01% | 889 |
|