Schechter Investment Advisors’s United Parks & Resorts PRKS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,719
| Closed | -$209K | – | 691 |
|
|
2024
Q4 | $209K | Buy |
+3,719
| New | +$209K | 0.02% | 565 |
|
|
2024
Q3 | – | Sell |
-4,054
| Closed | -$220K | – | 704 |
|
|
2024
Q2 | $220K | Sell |
4,054
-34
| -0.8% | -$1.85K | 0.02% | 542 |
|
|
2024
Q1 | $230K | Buy |
4,088
+34
| +0.8% | +$1.91K | 0.02% | 552 |
|
|
2023
Q4 | $214K | Buy |
+4,054
| New | +$214K | 0.02% | 546 |
|
|
2023
Q3 | – | Sell |
-4,202
| Closed | -$235K | – | 679 |
|
|
2023
Q2 | $235K | Sell |
4,202
-49
| -1% | -$2.74K | 0.02% | 548 |
|
|
2023
Q1 | $261K | Sell |
4,251
-49
| -1% | -$3K | 0.02% | 553 |
|
|
2022
Q4 | $230K | Buy |
+4,300
| New | +$230K | 0.02% | 707 |
|
|
2022
Q2 | – | Sell |
-4,998
| Closed | -$372K | – | 1010 |
|
|
2022
Q1 | $372K | Sell |
4,998
-471
| -9% | -$35.1K | 0.03% | 623 |
|
|
2021
Q4 | $355K | Buy |
+5,469
| New | +$355K | 0.03% | 621 |
|