Schechter Investment Advisors’s ASE Group ASX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $219K | Sell |
24,990
-10,179
| -29% | -$89.2K | 0.02% | 540 |
|
|
2024
Q4 | $354K | Sell |
35,169
-5,089
| -13% | -$51.2K | 0.03% | 452 |
|
|
2024
Q3 | $393K | Buy |
40,258
+211
| +0.5% | +$2.06K | 0.03% | 441 |
|
|
2024
Q2 | $457K | Buy |
40,047
+1,124
| +3% | +$12.8K | 0.03% | 394 |
|
|
2024
Q1 | $428K | Sell |
38,923
-749
| -2% | -$8.23K | 0.03% | 412 |
|
|
2023
Q4 | $373K | Buy |
39,672
+819
| +2% | +$7.71K | 0.03% | 415 |
|
|
2023
Q3 | $292K | Buy |
38,853
+135
| +0.3% | +$1.02K | 0.03% | 457 |
|
|
2023
Q2 | $302K | Buy |
38,718
+1,241
| +3% | +$9.67K | 0.03% | 485 |
|
|
2023
Q1 | $299K | Buy |
37,477
+3,583
| +11% | +$28.6K | 0.03% | 522 |
|
|
2022
Q4 | $213K | Buy |
33,894
+13,853
| +69% | +$86.9K | 0.02% | 740 |
|
|
2022
Q3 | $100K | Buy |
20,041
+33
| +0.2% | +$165 | 0.01% | 897 |
|
|
2022
Q2 | $103K | Sell |
20,008
-14,760
| -42% | -$76K | 0.01% | 905 |
|
|
2022
Q1 | $247K | Buy |
+34,768
| New | +$247K | 0.02% | 768 |
|