Schechter Investment Advisors’s ENI E Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $773K | Sell |
24,983
-1,873
| -7% | -$57.9K | 0.06% | 273 |
|
|
2024
Q4 | $735K | Sell |
26,856
-3,632
| -12% | -$99.4K | 0.06% | 298 |
|
|
2024
Q3 | $924K | Buy |
30,488
+625
| +2% | +$18.9K | 0.07% | 268 |
|
|
2024
Q2 | $919K | Buy |
29,863
+38
| +0.1% | +$1.17K | 0.07% | 255 |
|
|
2024
Q1 | $946K | Buy |
29,825
+2,942
| +11% | +$93.3K | 0.07% | 252 |
|
|
2023
Q4 | $914K | Sell |
26,883
-7,867
| -23% | -$268K | 0.08% | 246 |
|
|
2023
Q3 | $1.11M | Sell |
34,750
-958
| -3% | -$30.6K | 0.11% | 202 |
|
|
2023
Q2 | $1.03M | Sell |
35,708
-214
| -0.6% | -$6.16K | 0.09% | 237 |
|
|
2023
Q1 | $1.01M | Sell |
35,922
-217
| -0.6% | -$6.08K | 0.09% | 255 |
|
|
2022
Q4 | $1.04M | Sell |
36,139
-131
| -0.4% | -$3.75K | 0.09% | 275 |
|
|
2022
Q3 | $766K | Buy |
36,270
+7,457
| +26% | +$157K | 0.08% | 371 |
|
|
2022
Q2 | $686K | Sell |
28,813
-801
| -3% | -$19.1K | 0.07% | 414 |
|
|
2022
Q1 | $865K | Sell |
29,614
-15,861
| -35% | -$463K | 0.08% | 354 |
|
|
2021
Q4 | $1.26M | Buy |
+45,475
| New | +$1.26M | 0.11% | 232 |
|