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Schechter Investment Advisors’s XP XP Stock Holding History

Schechter Investment Advisors’s Portfolio XP Stock Details XP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-6,883
Closed -$207K – 1009
2022
Q1 		$207K Sell
6,883
-169
-2% -$5.08K 0.02% 827
2021
Q4 		$203K Buy
+7,052
New +$203K 0.02% 795