SIA
Schechter Investment Advisors’s Telefonica TEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,143
| Closed | -$39.6K | – | 697 |
|
|
2023
Q4 | $39.6K | Sell |
10,143
-345
| -3% | -$1.35K | ﹤0.01% | 594 |
|
|
2023
Q3 | $42.7K | Sell |
10,488
-2,925
| -22% | -$11.9K | ﹤0.01% | 580 |
|
|
2023
Q2 | $54.1K | Buy |
+13,413
| New | +$54.1K | ﹤0.01% | 618 |
|
|
2022
Q4 | – | Sell |
-16,370
| Closed | -$53K | – | 890 |
|
|
2022
Q3 | $53K | Buy |
16,370
+3,702
| +29% | +$12K | 0.01% | 917 |
|
|
2022
Q2 | $65K | Buy |
12,668
+689
| +6% | +$3.54K | 0.01% | 920 |
|
|
2022
Q1 | $57K | Sell |
11,979
-4,336
| -27% | -$20.6K | 0.01% | 907 |
|
|
2021
Q4 | $69K | Buy |
+16,315
| New | +$69K | 0.01% | 852 |
|