SIA
Schechter Investment Advisors’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,693
| Closed | -$944K | – | 689 |
|
|
2024
Q2 | $944K | Buy |
4,693
+3
| +0.1% | +$604 | 0.07% | 248 |
|
|
2024
Q1 | $1.14M | Sell |
4,690
-70
| -1% | -$17.1K | 0.09% | 219 |
|
|
2023
Q4 | $1.03M | Sell |
4,760
-34
| -0.7% | -$7.38K | 0.09% | 223 |
|
|
2023
Q3 | $997K | Sell |
4,794
-30
| -0.6% | -$6.24K | 0.1% | 221 |
|
|
2023
Q2 | $1.04M | Buy |
4,824
+105
| +2% | +$22.6K | 0.09% | 235 |
|
|
2023
Q1 | $1.09M | Buy |
4,719
+511
| +12% | +$118K | 0.1% | 235 |
|
|
2022
Q4 | $961K | Sell |
4,208
-1,900
| -31% | -$434K | 0.09% | 300 |
|
|
2022
Q3 | $1.22M | Sell |
6,108
-656
| -10% | -$131K | 0.12% | 217 |
|
|
2022
Q2 | $1.23M | Buy |
6,764
+268
| +4% | +$48.7K | 0.12% | 211 |
|
|
2022
Q1 | $1.25M | Buy |
6,496
+1,749
| +37% | +$335K | 0.12% | 226 |
|
|
2021
Q4 | $1.12M | Buy |
+4,747
| New | +$1.12M | 0.1% | 262 |
|