SIA
Schechter Investment Advisors’s Comerica CMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $272K | Hold |
4,599
| – | – | 0.02% | 489 |
|
|
2024
Q4 | $284K | Sell |
4,599
-36
| -0.8% | -$2.23K | 0.02% | 503 |
|
|
2024
Q3 | $278K | Hold |
4,635
| – | – | 0.02% | 513 |
|
|
2024
Q2 | $237K | Hold |
4,635
| – | – | 0.02% | 521 |
|
|
2024
Q1 | $255K | Hold |
4,635
| – | – | 0.02% | 526 |
|
|
2023
Q4 | $259K | Buy |
+4,635
| New | +$259K | 0.02% | 496 |
|
|
2023
Q2 | – | Sell |
-5,009
| Closed | -$217K | – | 681 |
|
|
2023
Q1 | $217K | Buy |
5,009
+237
| +5% | +$10.3K | 0.02% | 596 |
|
|
2022
Q4 | $319K | Sell |
4,772
-195
| -4% | -$13K | 0.03% | 615 |
|
|
2022
Q3 | $353K | Buy |
4,967
+99
| +2% | +$7.04K | 0.03% | 637 |
|
|
2022
Q2 | $357K | Sell |
4,868
-394
| -7% | -$28.9K | 0.03% | 636 |
|
|
2022
Q1 | $475K | Buy |
5,262
+8
| +0.2% | +$722 | 0.04% | 545 |
|
|
2021
Q4 | $457K | Buy |
+5,254
| New | +$457K | 0.04% | 533 |
|