Schechter Investment Advisors’s Flex FLEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $483K | Sell |
14,600
-1,520
| -9% | -$50.3K | 0.04% | 375 |
|
|
2024
Q4 | $619K | Sell |
16,120
-570
| -3% | -$21.9K | 0.05% | 341 |
|
|
2024
Q3 | $558K | Buy |
16,690
+3,175
| +23% | +$106K | 0.04% | 375 |
|
|
2024
Q2 | $399K | Buy |
13,515
+4,182
| +45% | +$123K | 0.03% | 422 |
|
|
2024
Q1 | $267K | Buy |
+9,333
| New | +$267K | 0.02% | 516 |
|