SIA
Schechter Investment Advisors’s Nomura Holdings NMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $127K | Sell |
20,702
-9,023
| -30% | -$55.5K | 0.01% | 569 |
|
|
2024
Q4 | $172K | Sell |
29,725
-3,827
| -11% | -$22.2K | 0.01% | 583 |
|
|
2024
Q3 | $175K | Buy |
33,552
+87
| +0.3% | +$454 | 0.01% | 598 |
|
|
2024
Q2 | $193K | Buy |
33,465
+561
| +2% | +$3.24K | 0.01% | 572 |
|
|
2024
Q1 | $211K | Buy |
32,904
+802
| +2% | +$5.15K | 0.02% | 574 |
|
|
2023
Q4 | $145K | Sell |
32,102
-281
| -0.9% | -$1.27K | 0.01% | 570 |
|
|
2023
Q3 | $130K | Buy |
32,383
+5,271
| +19% | +$21.2K | 0.01% | 560 |
|
|
2023
Q2 | $104K | Buy |
27,112
+4,194
| +18% | +$16.1K | 0.01% | 609 |
|
|
2023
Q1 | $87.1K | Buy |
22,918
+3,866
| +20% | +$14.7K | 0.01% | 648 |
|
|
2022
Q4 | $71.4K | Buy |
19,052
+2,949
| +18% | +$11.1K | 0.01% | 802 |
|
|
2022
Q3 | $53K | Buy |
+16,103
| New | +$53K | 0.01% | 915 |
|
|
2022
Q2 | – | Sell |
-12,758
| Closed | -$54K | – | 986 |
|
|
2022
Q1 | $54K | Sell |
12,758
-557
| -4% | -$2.36K | 0.01% | 908 |
|
|
2021
Q4 | $58K | Buy |
+13,315
| New | +$58K | 0.01% | 854 |
|