Schechter Investment Advisors’s Powered Brands Units POWRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-25,894
| Closed | -$261K | – | 906 |
|
|
2022
Q4 | $261K | Sell |
25,894
-472
| -2% | -$4.76K | 0.02% | 673 |
|
|
2022
Q3 | $263K | Buy |
26,366
+900
| +4% | +$8.98K | 0.03% | 748 |
|
|
2022
Q2 | $251K | Hold |
25,466
| – | – | 0.02% | 768 |
|
|
2022
Q1 | $252K | Sell |
25,466
-1,000
| -4% | -$9.9K | 0.02% | 764 |
|
|
2021
Q4 | $263K | Buy |
+26,466
| New | +$263K | 0.02% | 718 |
|