SIA
Schechter Investment Advisors’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.71M | Sell |
3,016
-331
| -10% | -$187K | 0.14% | 138 |
|
|
2024
Q4 | $2.01M | Sell |
3,347
-45
| -1% | -$27K | 0.15% | 128 |
|
|
2024
Q3 | $1.98M | Buy |
3,392
+790
| +30% | +$461K | 0.15% | 139 |
|
|
2024
Q2 | $1.25M | Buy |
2,602
+1,517
| +140% | +$731K | 0.09% | 192 |
|
|
2024
Q1 | $608K | Buy |
1,085
+78
| +8% | +$43.7K | 0.05% | 342 |
|
|
2023
Q4 | $570K | Buy |
1,007
+162
| +19% | +$91.6K | 0.05% | 333 |
|
|
2023
Q3 | $434K | Buy |
+845
| New | +$434K | 0.04% | 375 |
|
|
2023
Q2 | – | Sell |
-440
| Closed | -$246K | – | 688 |
|
|
2023
Q1 | $246K | Buy |
+440
| New | +$246K | 0.02% | 565 |
|
|
2022
Q1 | – | Sell |
-1,402
| Closed | -$858K | – | 955 |
|
|
2021
Q4 | $858K | Buy |
+1,402
| New | +$858K | 0.08% | 359 |
|