SIA
Schechter Investment Advisors’s Energy Vault NRGV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-24,317
| Closed | -$56.7K | – | 685 |
|
|
2023
Q4 | $56.7K | Buy |
24,317
+5,142
| +27% | +$12K | ﹤0.01% | 589 |
|
|
2023
Q3 | $48.9K | Hold |
19,175
| – | – | ﹤0.01% | 577 |
|
|
2023
Q2 | $52.3K | Hold |
19,175
| – | – | ﹤0.01% | 620 |
|
|
2023
Q1 | $41K | Hold |
19,175
| – | – | ﹤0.01% | 658 |
|
|
2022
Q4 | $59.8K | Buy |
19,175
+9,175
| +92% | +$28.6K | 0.01% | 806 |
|
|
2022
Q3 | $53K | Hold |
10,000
| – | – | 0.01% | 916 |
|
|
2022
Q2 | $100K | Hold |
10,000
| – | – | 0.01% | 909 |
|
|
2022
Q1 | $159K | Sell |
10,000
-15,000
| -60% | -$239K | 0.01% | 858 |
|
|
2021
Q4 | $248K | Buy |
+25,000
| New | +$248K | 0.02% | 740 |
|