SIA
Schechter Investment Advisors’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.49M | Sell |
2,925
-772
| -21% | -$392K | 0.12% | 166 |
|
|
2024
Q4 | $1.84M | Sell |
3,697
-206
| -5% | -$103K | 0.14% | 137 |
|
|
2024
Q3 | $2.02M | Sell |
3,903
-9
| -0.2% | -$4.65K | 0.15% | 133 |
|
|
2024
Q2 | $1.74M | Buy |
3,912
+225
| +6% | +$100K | 0.13% | 145 |
|
|
2024
Q1 | $1.57M | Buy |
3,687
+199
| +6% | +$84.7K | 0.12% | 163 |
|
|
2023
Q4 | $1.54M | Buy |
3,488
+10
| +0.3% | +$4.41K | 0.13% | 151 |
|
|
2023
Q3 | $1.27M | Buy |
3,478
+29
| +0.8% | +$10.6K | 0.12% | 179 |
|
|
2023
Q2 | $1.38M | Buy |
3,449
+16
| +0.5% | +$6.42K | 0.12% | 180 |
|
|
2023
Q1 | $1.18M | Buy |
3,433
+438
| +15% | +$151K | 0.11% | 215 |
|
|
2022
Q4 | $1M | Sell |
2,995
-69
| -2% | -$23.1K | 0.09% | 288 |
|
|
2022
Q3 | $935K | Buy |
3,064
+77
| +3% | +$23.5K | 0.09% | 301 |
|
|
2022
Q2 | $1.01M | Buy |
2,987
+100
| +3% | +$33.7K | 0.1% | 281 |
|
|
2022
Q1 | $1.19M | Buy |
2,887
+229
| +9% | +$94K | 0.11% | 246 |
|
|
2021
Q4 | $1.26M | Buy |
+2,658
| New | +$1.26M | 0.11% | 234 |
|