Schechter Investment Advisors’s Howmet Aerospace HWM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-4,443
Closed -$345K 688
2024
Q2
$345K Sell
4,443
-3,319
-43% -$258K 0.03% 449
2024
Q1
$531K Sell
7,762
-2,887
-27% -$198K 0.04% 362
2023
Q4
$576K Sell
10,649
-2,128
-17% -$115K 0.05% 331
2023
Q3
$591K Sell
12,777
-466
-4% -$21.6K 0.06% 308
2023
Q2
$656K Buy
13,243
+933
+8% +$46.2K 0.06% 326
2023
Q1
$522K Sell
12,310
-2,394
-16% -$101K 0.05% 401
2022
Q4
$579K Sell
14,704
-471
-3% -$18.6K 0.05% 464
2022
Q3
$469K Sell
15,175
-77
-0.5% -$2.38K 0.05% 536
2022
Q2
$479K Sell
15,252
-292
-2% -$9.17K 0.05% 543
2022
Q1
$559K Sell
15,544
-81
-0.5% -$2.91K 0.05% 495
2021
Q4
$497K Buy
+15,625
New +$497K 0.04% 504