Schechter Investment Advisors’s USA Rare Earth, Inc. Warrant USARW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$163K Sell
243,479
-295,821
-55% -$198K 0.01% 563
2024
Q4
$264K Sell
539,300
-67,200
-11% -$32.9K 0.02% 515
2024
Q3
$145K Sell
606,500
-13,300
-2% -$3.18K 0.01% 602
2024
Q2
$58.7K Sell
619,800
-3,950
-0.6% -$374 ﹤0.01% 590
2024
Q1
$84.3K Sell
623,750
-21,750
-3% -$2.94K 0.01% 600
2023
Q4
$58.1K Buy
+645,500
New +$58.1K 0.01% 588