SIA
Schechter Investment Advisors’s ICICI Bank IBN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $674K | Sell |
21,394
-8,819
| -29% | -$278K | 0.06% | 302 |
|
|
2024
Q4 | $902K | Sell |
30,213
-1,833
| -6% | -$54.7K | 0.07% | 254 |
|
|
2024
Q3 | $957K | Sell |
32,046
-6,925
| -18% | -$207K | 0.07% | 258 |
|
|
2024
Q2 | $1.12M | Buy |
38,971
+1,390
| +4% | +$40K | 0.08% | 215 |
|
|
2024
Q1 | $993K | Sell |
37,581
-2,088
| -5% | -$55.1K | 0.07% | 248 |
|
|
2023
Q4 | $946K | Buy |
39,669
+1,203
| +3% | +$28.7K | 0.08% | 239 |
|
|
2023
Q3 | $889K | Buy |
38,466
+2,342
| +6% | +$54.1K | 0.09% | 240 |
|
|
2023
Q2 | $834K | Buy |
36,124
+7,504
| +26% | +$173K | 0.07% | 276 |
|
|
2023
Q1 | $618K | Sell |
28,620
-13,875
| -33% | -$299K | 0.06% | 365 |
|
|
2022
Q4 | $930K | Buy |
42,495
+1,017
| +2% | +$22.3K | 0.08% | 314 |
|
|
2022
Q3 | $870K | Buy |
41,478
+7,085
| +21% | +$149K | 0.09% | 333 |
|
|
2022
Q2 | $610K | Buy |
34,393
+1,864
| +6% | +$33.1K | 0.06% | 463 |
|
|
2022
Q1 | $616K | Buy |
32,529
+2,114
| +7% | +$40K | 0.06% | 466 |
|
|
2021
Q4 | $602K | Buy |
+30,415
| New | +$602K | 0.05% | 458 |
|