Schechter Investment Advisors’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $582K | Buy |
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|
2024
Q4 | $635K | Sell |
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|
2024
Q3 | $590K | Sell |
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|
2024
Q2 | $573K | Sell |
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|
2024
Q1 | $602K | Buy |
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|
2023
Q4 | $523K | Sell |
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|
2023
Q3 | $471K | Sell |
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|
2023
Q2 | $532K | Buy |
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|
2023
Q1 | $540K | Sell |
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|
2022
Q4 | $559K | Sell |
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|
2022
Q3 | $457K | Buy |
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|
2022
Q2 | $402K | Buy |
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|
2022
Q1 | $240K | Sell |
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|
2021
Q4 | $269K | Buy |
|