Schechter Investment Advisors’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $611K | Sell |
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|
2024
Q3 | $904K | Buy |
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|
2024
Q2 | $744K | Sell |
|
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|
2024
Q1 | $1.26M | Buy |
|
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|
2023
Q4 | $1.04M | Sell |
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|
2023
Q3 | $1.29M | Sell |
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|
2023
Q2 | $1.79M | Sell |
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|
2023
Q1 | $1.71M | Buy |
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|
2022
Q4 | $1.51M | Buy |
|
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|
2022
Q3 | $1.42M | Sell |
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|
2022
Q2 | $1.47M | Sell |
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|
2022
Q1 | $1.59M | Buy |
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|
2021
Q4 | $1.56M | Buy |
|