Schechter Investment Advisors’s Woori Financial WF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $293K | Sell |
8,780
-3,139
| -26% | -$105K | 0.02% | 479 |
|
|
2024
Q4 | $372K | Sell |
11,919
-933
| -7% | -$29.2K | 0.03% | 445 |
|
|
2024
Q3 | $459K | Buy |
12,852
+298
| +2% | +$10.6K | 0.03% | 418 |
|
|
2024
Q2 | $402K | Sell |
12,554
-73
| -0.6% | -$2.34K | 0.03% | 420 |
|
|
2024
Q1 | $409K | Sell |
12,627
-877
| -6% | -$28.4K | 0.03% | 422 |
|
|
2023
Q4 | $408K | Buy |
+13,504
| New | +$408K | 0.04% | 391 |
|
|
2023
Q3 | – | Sell |
-9,991
| Closed | -$269K | – | 678 |
|
|
2023
Q2 | $269K | Buy |
+9,991
| New | +$269K | 0.02% | 512 |
|
|
2023
Q1 | – | Sell |
-7,497
| Closed | -$206K | – | 741 |
|
|
2022
Q4 | $206K | Buy |
+7,497
| New | +$206K | 0.02% | 750 |
|