Schechter Investment Advisors’s two TWOA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-83,770
| Closed | -$844K | – | 779 |
|
|
2022
Q4 | $844K | Hold |
83,770
| – | – | 0.08% | 351 |
|
|
2022
Q3 | $829K | Buy |
83,770
+19,225
| +30% | +$190K | 0.08% | 346 |
|
|
2022
Q2 | $631K | Sell |
64,545
-1,055
| -2% | -$10.3K | 0.06% | 449 |
|
|
2022
Q1 | $642K | Hold |
65,600
| – | – | 0.06% | 454 |
|
|
2021
Q4 | $638K | Buy |
+65,600
| New | +$638K | 0.06% | 441 |
|