SIA
Schechter Investment Advisors’s Axalta AXTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,859
| Closed | -$329K | – | 675 |
|
|
2023
Q1 | $329K | Sell |
10,859
-3,216
| -23% | -$97.4K | 0.03% | 505 |
|
|
2022
Q4 | $358K | Sell |
14,075
-352
| -2% | -$8.97K | 0.03% | 586 |
|
|
2022
Q3 | $304K | Buy |
14,427
+1,602
| +12% | +$33.8K | 0.03% | 697 |
|
|
2022
Q2 | $284K | Buy |
+12,825
| New | +$284K | 0.03% | 725 |
|
|
2022
Q1 | – | Sell |
-14,145
| Closed | -$468K | – | 932 |
|
|
2021
Q4 | $468K | Buy |
+14,145
| New | +$468K | 0.04% | 525 |
|