SIA
Schechter Investment Advisors’s AlTi Global ALTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-180,177
| Closed | -$1.97M | – | 701 |
|
|
2022
Q4 | $1.97M | Sell |
180,177
-3,930
| -2% | -$42.9K | 0.18% | 119 |
|
|
2022
Q3 | $1.83M | Sell |
184,107
-4,167
| -2% | -$41.3K | 0.18% | 109 |
|
|
2022
Q2 | $1.85M | Sell |
188,274
-6,414
| -3% | -$63.1K | 0.18% | 103 |
|
|
2022
Q1 | $1.92M | Sell |
194,688
-20,028
| -9% | -$198K | 0.18% | 109 |
|
|
2021
Q4 | $2.12M | Buy |
+214,716
| New | +$2.12M | 0.19% | 105 |
|