SIA
Schechter Investment Advisors’s American International AIG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-2,698
| Closed | -$211K | – | 648 |
|
2024
Q1 | $211K | Buy |
+2,698
| New | +$211K | 0.02% | 575 |
|
2023
Q1 | – | Sell |
-4,609
| Closed | -$292K | – | 700 |
|
2022
Q4 | $292K | Buy |
4,609
+167
| +4% | +$10.6K | 0.03% | 636 |
|
2022
Q3 | $211K | Buy |
+4,442
| New | +$211K | 0.02% | 821 |
|
2022
Q1 | – | Sell |
-6,573
| Closed | -$373K | – | 930 |
|
2021
Q4 | $373K | Buy |
+6,573
| New | +$373K | 0.03% | 605 |
|