SIA
Schechter Investment Advisors’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.31M | Sell |
4,236
-903
| -18% | -$493K | 0.19% | 107 |
|
|
2024
Q4 | $2.94M | Sell |
5,139
-390
| -7% | -$223K | 0.23% | 91 |
|
|
2024
Q3 | $2.74M | Sell |
5,529
-277
| -5% | -$137K | 0.2% | 92 |
|
|
2024
Q2 | $2.63M | Sell |
5,806
-55
| -0.9% | -$24.9K | 0.2% | 91 |
|
|
2024
Q1 | $2.45M | Buy |
5,861
+18
| +0.3% | +$7.52K | 0.18% | 103 |
|
|
2023
Q4 | $2.25M | Sell |
5,843
-115
| -2% | -$44.4K | 0.2% | 98 |
|
|
2023
Q3 | $1.93M | Buy |
5,958
+10
| +0.2% | +$3.24K | 0.19% | 107 |
|
|
2023
Q2 | $1.92M | Buy |
5,948
+124
| +2% | +$40K | 0.17% | 111 |
|
|
2023
Q1 | $1.91M | Sell |
5,824
-278
| -5% | -$90.9K | 0.18% | 112 |
|
|
2022
Q4 | $2.1M | Buy |
6,102
+19
| +0.3% | +$6.52K | 0.19% | 111 |
|
|
2022
Q3 | $1.78M | Buy |
6,083
+202
| +3% | +$59.2K | 0.18% | 117 |
|
|
2022
Q2 | $1.75M | Buy |
5,881
+292
| +5% | +$86.7K | 0.17% | 114 |
|
|
2022
Q1 | $1.85M | Sell |
5,589
-194
| -3% | -$64K | 0.17% | 116 |
|
|
2021
Q4 | $2.21M | Buy |
+5,783
| New | +$2.21M | 0.2% | 97 |
|