Schechter Investment Advisors’s Avantor AVTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,809
| Closed | -$280K | – | 664 |
|
|
2024
Q3 | $280K | Sell |
10,809
-438
| -4% | -$11.3K | 0.02% | 511 |
|
|
2024
Q2 | $238K | Sell |
11,247
-8,909
| -44% | -$189K | 0.02% | 520 |
|
|
2024
Q1 | $515K | Sell |
20,156
-1,088
| -5% | -$27.8K | 0.04% | 368 |
|
|
2023
Q4 | $485K | Sell |
21,244
-608
| -3% | -$13.9K | 0.04% | 354 |
|
|
2023
Q3 | $461K | Buy |
21,852
+4,652
| +27% | +$98.1K | 0.04% | 361 |
|
|
2023
Q2 | $353K | Buy |
17,200
+2,232
| +15% | +$45.8K | 0.03% | 453 |
|
|
2023
Q1 | $316K | Buy |
14,968
+368
| +3% | +$7.78K | 0.03% | 511 |
|
|
2022
Q4 | $308K | Sell |
14,600
-3,564
| -20% | -$75.2K | 0.03% | 622 |
|
|
2022
Q3 | $356K | Buy |
18,164
+4,043
| +29% | +$79.2K | 0.04% | 633 |
|
|
2022
Q2 | $439K | Sell |
14,121
-350
| -2% | -$10.9K | 0.04% | 568 |
|
|
2022
Q1 | $490K | Buy |
14,471
+195
| +1% | +$6.6K | 0.05% | 534 |
|
|
2021
Q4 | $602K | Buy |
+14,276
| New | +$602K | 0.05% | 457 |
|