SIA
Schechter Investment Advisors’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $595K | Sell |
1,417
-279
| -16% | -$117K | 0.05% | 329 |
|
|
2024
Q4 | $822K | Sell |
1,696
-591
| -26% | -$286K | 0.06% | 279 |
|
|
2024
Q3 | $1.16M | Sell |
2,287
-145
| -6% | -$73.5K | 0.09% | 223 |
|
|
2024
Q2 | $1.09M | Sell |
2,432
-25
| -1% | -$11.2K | 0.08% | 220 |
|
|
2024
Q1 | $1.17M | Buy |
2,457
+38
| +2% | +$18.1K | 0.09% | 211 |
|
|
2023
Q4 | $1.09M | Sell |
2,419
-278
| -10% | -$125K | 0.09% | 213 |
|
|
2023
Q3 | $927K | Sell |
2,697
-57
| -2% | -$19.6K | 0.09% | 233 |
|
|
2023
Q2 | $965K | Sell |
2,754
-728
| -21% | -$255K | 0.09% | 246 |
|
|
2023
Q1 | $1.13M | Sell |
3,482
-59
| -2% | -$19.2K | 0.11% | 225 |
|
|
2022
Q4 | $1.19M | Buy |
3,541
+174
| +5% | +$58.5K | 0.11% | 234 |
|
|
2022
Q3 | $931K | Buy |
3,367
+312
| +10% | +$86.3K | 0.09% | 302 |
|
|
2022
Q2 | $739K | Sell |
3,055
-808
| -21% | -$195K | 0.07% | 387 |
|
|
2022
Q1 | $1.15M | Sell |
3,863
-739
| -16% | -$220K | 0.11% | 256 |
|
|
2021
Q4 | $1.54M | Buy |
+4,602
| New | +$1.54M | 0.14% | 176 |
|