Schechter Investment Advisors’s CACI CACI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $561K | Sell |
1,530
-250
| -14% | -$91.7K | 0.05% | 336 |
|
|
2024
Q4 | $719K | Buy |
1,780
+12
| +0.7% | +$4.85K | 0.06% | 303 |
|
|
2024
Q3 | $892K | Sell |
1,768
-13
| -0.7% | -$6.56K | 0.07% | 273 |
|
|
2024
Q2 | $766K | Sell |
1,781
-46
| -3% | -$19.8K | 0.06% | 291 |
|
|
2024
Q1 | $692K | Sell |
1,827
-213
| -10% | -$80.7K | 0.05% | 322 |
|
|
2023
Q4 | $661K | Sell |
2,040
-20
| -1% | -$6.48K | 0.06% | 302 |
|
|
2023
Q3 | $647K | Buy |
2,060
+1
| +0% | +$314 | 0.06% | 294 |
|
|
2023
Q2 | $702K | Buy |
2,059
+119
| +6% | +$40.6K | 0.06% | 316 |
|
|
2023
Q1 | $575K | Sell |
1,940
-27
| -1% | -$8K | 0.05% | 380 |
|
|
2022
Q4 | $591K | Sell |
1,967
-68
| -3% | -$20.4K | 0.05% | 459 |
|
|
2022
Q3 | $532K | Buy |
2,035
+240
| +13% | +$62.7K | 0.05% | 490 |
|
|
2022
Q2 | $506K | Buy |
1,795
+163
| +10% | +$45.9K | 0.05% | 523 |
|
|
2022
Q1 | $492K | Sell |
1,632
-332
| -17% | -$100K | 0.05% | 529 |
|
|
2021
Q4 | $528K | Buy |
+1,964
| New | +$528K | 0.05% | 484 |
|