Schechter Investment Advisors’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $196K | Sell |
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|
2024
Q4 | $849K | Sell |
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|
2024
Q3 | $873K | Sell |
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|
2024
Q2 | $776K | Sell |
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|
2024
Q1 | $894K | Buy |
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|
2023
Q4 | $742K | Buy |
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|
2023
Q3 | $691K | Sell |
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|
2023
Q2 | $807K | Buy |
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|
2023
Q1 | $729K | Sell |
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|
2022
Q4 | $1.09M | Sell |
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|
2022
Q3 | $926K | Buy |
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|
2022
Q2 | $984K | Buy |
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|
2022
Q1 | $821K | Sell |
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|
2021
Q4 | $1.18M | Buy |
|