SIA
Schechter Investment Advisors’s LG Display LPL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $61.5K | Sell |
19,769
-16,293
| -45% | -$50.7K | 0.01% | 588 |
|
2024
Q4 | $111K | Buy |
36,062
+16,254
| +82% | +$49.9K | 0.01% | 596 |
|
2024
Q3 | $80.2K | Sell |
19,808
-26,183
| -57% | -$106K | 0.01% | 616 |
|
2024
Q2 | $189K | Buy |
+45,991
| New | +$189K | 0.01% | 574 |
|
2024
Q1 | – | Sell |
-27,110
| Closed | -$131K | – | 681 |
|
2023
Q4 | $131K | Buy |
+27,110
| New | +$131K | 0.01% | 573 |
|
2023
Q3 | – | Sell |
-32,443
| Closed | -$197K | – | 659 |
|
2023
Q2 | $197K | Buy |
32,443
+3,774
| +13% | +$22.9K | 0.02% | 593 |
|
2023
Q1 | $183K | Buy |
28,669
+4,850
| +20% | +$30.9K | 0.02% | 628 |
|
2022
Q4 | $118K | Buy |
23,819
+6,638
| +39% | +$32.9K | 0.01% | 792 |
|
2022
Q3 | $70K | Buy |
17,181
+3,521
| +26% | +$14.3K | 0.01% | 909 |
|
2022
Q2 | $76K | Buy |
+13,660
| New | +$76K | 0.01% | 917 |
|
2022
Q1 | – | Sell |
-10,314
| Closed | -$104K | – | 949 |
|
2021
Q4 | $104K | Buy |
+10,314
| New | +$104K | 0.01% | 845 |
|