Schechter Investment Advisors’s WESCO International WCC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,199
| Closed | -$201K | – | 705 |
|
|
2024
Q3 | $201K | Buy |
+1,199
| New | +$201K | 0.01% | 591 |
|
|
2024
Q2 | – | Sell |
-2,481
| Closed | -$425K | – | 684 |
|
|
2024
Q1 | $425K | Buy |
2,481
+181
| +8% | +$31K | 0.03% | 415 |
|
|
2023
Q4 | $400K | Sell |
2,300
-43
| -2% | -$7.48K | 0.03% | 394 |
|
|
2023
Q3 | $337K | Buy |
2,343
+1,147
| +96% | +$165K | 0.03% | 421 |
|
|
2023
Q2 | $214K | Buy |
+1,196
| New | +$214K | 0.02% | 575 |
|