Schechter Investment Advisors’s Woori Financial WF Stock Holding History

Schechter Investment Advisors’s Portfolio WF Stock Details WF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$293K	Sell
2024 Q4	$372K	Sell
2024 Q3	$459K	Buy
2024 Q2	$402K	Sell
2024 Q1	$409K	Sell
2023 Q4	$408K	Buy
2023 Q3	–	Sell
2023 Q2	$269K	Buy
2023 Q1	–	Sell
2022 Q4	$206K	Buy