SIA
USAR
Schechter Investment Advisors’s USA Rare Earth, Inc. Class A Common Stock USAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,044,888
| Closed | -$11.2M | – | 718 |
|
|
2024
Q3 | $11.2M | Sell |
1,044,888
-203,889
| -16% | -$2.19M | 0.83% | 23 |
|
|
2024
Q2 | $13.2M | Sell |
1,248,777
-819,332
| -40% | -$8.68M | 1% | 22 |
|
|
2024
Q1 | $21.6M | Buy |
2,068,109
+79,297
| +4% | +$830K | 1.62% | 11 |
|
|
2023
Q4 | $20.5M | Buy |
1,988,812
+1,957,962
| +6,347% | +$20.2M | 1.78% | 10 |
|
|
2023
Q3 | $315K | Buy |
+30,850
| New | +$315K | 0.03% | 434 |
|