Schechter Investment Advisors’s Ferguson FERG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,678
| Closed | -$340K | – | 715 |
|
|
2022
Q4 | $340K | Sell |
2,678
-140
| -5% | -$17.8K | 0.03% | 597 |
|
|
2022
Q3 | $296K | Sell |
2,818
-2
| -0.1% | -$210 | 0.03% | 706 |
|
|
2022
Q2 | $315K | Sell |
2,820
-96
| -3% | -$10.7K | 0.03% | 690 |
|
|
2022
Q1 | $398K | Sell |
2,916
-830
| -22% | -$113K | 0.04% | 602 |
|
|
2021
Q4 | $665K | Buy |
+3,746
| New | +$665K | 0.06% | 426 |
|