Schechter Investment Advisors’s Thomson Reuters TRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $274K | Sell |
1,588
-251
| -14% | -$43.3K | 0.02% | 487 |
|
|
2024
Q4 | $295K | Buy |
1,839
+51
| +3% | +$8.19K | 0.02% | 495 |
|
|
2024
Q3 | $305K | Buy |
1,788
+74
| +4% | +$12.6K | 0.02% | 492 |
|
|
2024
Q2 | $289K | Buy |
1,714
+34
| +2% | +$5.73K | 0.02% | 482 |
|
|
2024
Q1 | $262K | Buy |
1,680
+50
| +3% | +$7.79K | 0.02% | 522 |
|
|
2023
Q4 | $239K | Sell |
1,630
-25
| -2% | -$3.67K | 0.02% | 511 |
|
|
2023
Q3 | $203K | Sell |
1,655
-41
| -2% | -$5.04K | 0.02% | 548 |
|
|
2023
Q2 | $229K | Sell |
1,696
-96
| -5% | -$13K | 0.02% | 554 |
|
|
2023
Q1 | $242K | Buy |
1,792
+76
| +4% | +$10.3K | 0.02% | 573 |
|
|
2022
Q4 | $203K | Buy |
+1,716
| New | +$203K | 0.02% | 759 |
|