Schechter Investment Advisors’s SmartRent SMRT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-150,912
| Closed | -$404K | – | 680 |
|
2024
Q1 | $404K | Hold |
150,912
| – | – | 0.03% | 430 |
|
2023
Q4 | $481K | Hold |
150,912
| – | – | 0.04% | 357 |
|
2023
Q3 | $394K | Hold |
150,912
| – | – | 0.04% | 393 |
|
2023
Q2 | $578K | Hold |
150,912
| – | – | 0.05% | 353 |
|
2023
Q1 | $385K | Buy |
150,912
+64,806
| +75% | +$165K | 0.04% | 467 |
|
2022
Q4 | $209K | Buy |
86,106
+14,349
| +20% | +$34.9K | 0.02% | 744 |
|
2022
Q3 | $163K | Buy |
71,757
+28,700
| +67% | +$65.2K | 0.02% | 861 |
|
2022
Q2 | $195K | Buy |
+43,057
| New | +$195K | 0.02% | 847 |
|