SIA
Schechter Investment Advisors’s State Street STT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $582K | Buy |
6,506
+36
| +0.6% | +$3.22K | 0.05% | 333 |
|
|
2024
Q4 | $635K | Sell |
6,470
-202
| -3% | -$19.8K | 0.05% | 336 |
|
|
2024
Q3 | $590K | Sell |
6,672
-1,076
| -14% | -$95.2K | 0.04% | 365 |
|
|
2024
Q2 | $573K | Sell |
7,748
-39
| -0.5% | -$2.89K | 0.04% | 344 |
|
|
2024
Q1 | $602K | Buy |
7,787
+1,039
| +15% | +$80.3K | 0.05% | 346 |
|
|
2023
Q4 | $523K | Sell |
6,748
-283
| -4% | -$21.9K | 0.05% | 345 |
|
|
2023
Q3 | $471K | Sell |
7,031
-242
| -3% | -$16.2K | 0.05% | 358 |
|
|
2023
Q2 | $532K | Buy |
7,273
+140
| +2% | +$10.2K | 0.05% | 374 |
|
|
2023
Q1 | $540K | Sell |
7,133
-74
| -1% | -$5.6K | 0.05% | 392 |
|
|
2022
Q4 | $559K | Sell |
7,207
-320
| -4% | -$24.8K | 0.05% | 474 |
|
|
2022
Q3 | $457K | Buy |
7,527
+1,001
| +15% | +$60.8K | 0.05% | 544 |
|
|
2022
Q2 | $402K | Buy |
6,526
+3,774
| +137% | +$232K | 0.04% | 595 |
|
|
2022
Q1 | $240K | Sell |
2,752
-138
| -5% | -$12K | 0.02% | 781 |
|
|
2021
Q4 | $269K | Buy |
+2,890
| New | +$269K | 0.02% | 706 |
|