SIA
Schechter Investment Advisors’s Broadridge BR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.39M | Sell |
9,852
-810
| -8% | -$196K | 0.2% | 102 |
|
|
2024
Q4 | $2.41M | Sell |
10,662
-7
| -0.1% | -$1.58K | 0.18% | 107 |
|
|
2024
Q3 | $2.29M | Sell |
10,669
-1,343
| -11% | -$289K | 0.17% | 112 |
|
|
2024
Q2 | $2.37M | Sell |
12,012
-288
| -2% | -$56.7K | 0.18% | 101 |
|
|
2024
Q1 | $2.52M | Buy |
12,300
+225
| +2% | +$46.1K | 0.19% | 99 |
|
|
2023
Q4 | $2.48M | Sell |
12,075
-553
| -4% | -$114K | 0.22% | 86 |
|
|
2023
Q3 | $2.26M | Sell |
12,628
-779
| -6% | -$139K | 0.22% | 86 |
|
|
2023
Q2 | $2.22M | Buy |
13,407
+228
| +2% | +$37.8K | 0.2% | 98 |
|
|
2023
Q1 | $1.93M | Sell |
13,179
-368
| -3% | -$53.9K | 0.18% | 110 |
|
|
2022
Q4 | $1.82M | Buy |
13,547
+1,576
| +13% | +$211K | 0.17% | 130 |
|
|
2022
Q3 | $1.73M | Sell |
11,971
-973
| -8% | -$140K | 0.17% | 128 |
|
|
2022
Q2 | $1.85M | Buy |
12,944
+3,322
| +35% | +$474K | 0.18% | 106 |
|
|
2022
Q1 | $1.5M | Buy |
9,622
+46
| +0.5% | +$7.17K | 0.14% | 169 |
|
|
2021
Q4 | $1.75M | Buy |
+9,576
| New | +$1.75M | 0.16% | 146 |
|