Schechter Investment Advisors’s Flex FLEX Stock Holding History

Schechter Investment Advisors’s Portfolio FLEX Stock Details FLEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$483K	Sell
2024 Q4	$619K	Sell
2024 Q3	$558K	Buy
2024 Q2	$399K	Buy
2024 Q1	$267K	Buy