SIA
Schechter Investment Advisors’s OneSpaWorld OSW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,626
| Closed | -$192K | – | 694 |
|
|
2024
Q3 | $192K | Sell |
11,626
-608
| -5% | -$10K | 0.01% | 595 |
|
|
2024
Q2 | $188K | Sell |
12,234
-293
| -2% | -$4.5K | 0.01% | 576 |
|
|
2024
Q1 | $166K | Buy |
12,527
+583
| +5% | +$7.71K | 0.01% | 586 |
|
|
2023
Q4 | $168K | Sell |
11,944
-178
| -1% | -$2.51K | 0.01% | 569 |
|
|
2023
Q3 | $136K | Sell |
12,122
-268
| -2% | -$3.01K | 0.01% | 559 |
|
|
2023
Q2 | $150K | Sell |
12,390
-276
| -2% | -$3.34K | 0.01% | 601 |
|
|
2023
Q1 | $152K | Sell |
12,666
-204
| -2% | -$2.45K | 0.01% | 634 |
|
|
2022
Q4 | $120K | Sell |
12,870
-62
| -0.5% | -$578 | 0.01% | 791 |
|
|
2022
Q3 | $109K | Buy |
+12,932
| New | +$109K | 0.01% | 892 |
|
|
2022
Q2 | – | Sell |
-11,133
| Closed | -$113K | – | 991 |
|
|
2022
Q1 | $113K | Buy |
+11,133
| New | +$113K | 0.01% | 891 |
|