SIA
Schechter Investment Advisors’s ING ING Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $819K | Sell |
41,815
-4,079
| -9% | -$79.9K | 0.07% | 262 |
|
|
2024
Q4 | $719K | Sell |
45,894
-2,808
| -6% | -$44K | 0.06% | 304 |
|
|
2024
Q3 | $884K | Buy |
48,702
+453
| +0.9% | +$8.23K | 0.07% | 274 |
|
|
2024
Q2 | $827K | Buy |
48,249
+2,175
| +5% | +$37.3K | 0.06% | 276 |
|
|
2024
Q1 | $760K | Sell |
46,074
-1,032
| -2% | -$17K | 0.06% | 295 |
|
|
2023
Q4 | $708K | Buy |
47,106
+31,233
| +197% | +$469K | 0.06% | 289 |
|
|
2023
Q3 | $209K | Buy |
15,873
+494
| +3% | +$6.51K | 0.02% | 538 |
|
|
2023
Q2 | $207K | Buy |
15,379
+4,225
| +38% | +$56.9K | 0.02% | 586 |
|
|
2023
Q1 | $132K | Sell |
11,154
-1,990
| -15% | -$23.6K | 0.01% | 640 |
|
|
2022
Q4 | $160K | Buy |
13,144
+2,507
| +24% | +$30.5K | 0.01% | 779 |
|
|
2022
Q3 | $90K | Sell |
10,637
-6,097
| -36% | -$51.6K | 0.01% | 903 |
|
|
2022
Q2 | $166K | Buy |
16,734
+5,360
| +47% | +$53.2K | 0.02% | 861 |
|
|
2022
Q1 | $119K | Sell |
11,374
-6,001
| -35% | -$62.8K | 0.01% | 884 |
|
|
2021
Q4 | $242K | Buy |
+17,375
| New | +$242K | 0.02% | 744 |
|