Schechter Investment Advisors’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $196K | Sell |
12,748
-51,105
| -80% | -$785K | 0.02% | 559 |
|
|
2024
Q4 | $849K | Sell |
63,853
-7,981
| -11% | -$106K | 0.07% | 272 |
|
|
2024
Q3 | $873K | Sell |
71,834
-623
| -0.9% | -$7.57K | 0.06% | 276 |
|
|
2024
Q2 | $776K | Sell |
72,457
-22,193
| -23% | -$238K | 0.06% | 289 |
|
|
2024
Q1 | $894K | Buy |
94,650
+495
| +0.5% | +$4.68K | 0.07% | 269 |
|
|
2023
Q4 | $742K | Buy |
94,155
+5,478
| +6% | +$43.2K | 0.06% | 280 |
|
|
2023
Q3 | $691K | Sell |
88,677
-14,041
| -14% | -$109K | 0.07% | 284 |
|
|
2023
Q2 | $807K | Buy |
102,718
+1,326
| +1% | +$10.4K | 0.07% | 282 |
|
|
2023
Q1 | $729K | Sell |
101,392
-37,861
| -27% | -$272K | 0.07% | 322 |
|
|
2022
Q4 | $1.09M | Sell |
139,253
-5,518
| -4% | -$43K | 0.1% | 266 |
|
|
2022
Q3 | $926K | Buy |
144,771
+15,193
| +12% | +$97.2K | 0.09% | 305 |
|
|
2022
Q2 | $984K | Buy |
129,578
+25,606
| +25% | +$194K | 0.1% | 289 |
|
|
2022
Q1 | $821K | Sell |
103,972
-9,776
| -9% | -$77.2K | 0.08% | 376 |
|
|
2021
Q4 | $1.18M | Buy |
+113,748
| New | +$1.18M | 0.11% | 250 |
|