SIA
Schechter Investment Advisors’s Polaris PII Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,612
| Closed | -$611K | – | 675 |
|
|
2024
Q4 | $611K | Sell |
10,612
-248
| -2% | -$14.3K | 0.05% | 342 |
|
|
2024
Q3 | $904K | Buy |
10,860
+1,353
| +14% | +$113K | 0.07% | 270 |
|
|
2024
Q2 | $744K | Sell |
9,507
-3,034
| -24% | -$238K | 0.06% | 295 |
|
|
2024
Q1 | $1.26M | Buy |
12,541
+1,579
| +14% | +$158K | 0.09% | 200 |
|
|
2023
Q4 | $1.04M | Sell |
10,962
-1,432
| -12% | -$136K | 0.09% | 221 |
|
|
2023
Q3 | $1.29M | Sell |
12,394
-2,413
| -16% | -$251K | 0.13% | 177 |
|
|
2023
Q2 | $1.79M | Sell |
14,807
-692
| -4% | -$83.7K | 0.16% | 131 |
|
|
2023
Q1 | $1.71M | Buy |
15,499
+550
| +4% | +$60.8K | 0.16% | 135 |
|
|
2022
Q4 | $1.51M | Buy |
14,949
+119
| +0.8% | +$12K | 0.14% | 178 |
|
|
2022
Q3 | $1.42M | Sell |
14,830
-17
| -0.1% | -$1.63K | 0.14% | 181 |
|
|
2022
Q2 | $1.47M | Sell |
14,847
-217
| -1% | -$21.5K | 0.14% | 163 |
|
|
2022
Q1 | $1.59M | Buy |
15,064
+857
| +6% | +$90.3K | 0.15% | 155 |
|
|
2021
Q4 | $1.56M | Buy |
+14,207
| New | +$1.56M | 0.14% | 171 |
|