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Schechter Investment Advisors’s Brunswick BC Stock Holding History

Schechter Investment Advisors’s Portfolio BC Stock Details BC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-11,441
Closed -$748K – 951
2022
Q2 		$748K Sell
11,441
-2,309
-17% -$151K 0.07% 381
2022
Q1 		$1.11M Sell
13,750
-2,177
-14% -$176K 0.1% 267
2021
Q4 		$1.6M Buy
+15,927
New +$1.6M 0.14% 165