Gitterman Wealth Management’s Perception Capital Corp. III Unit PFTAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,000
| Closed | -$104K | – | 116 |
|
|
2023
Q4 | $104K | Hold |
10,000
| – | – | 0.05% | 87 |
|
|
2023
Q3 | $105K | Hold |
10,000
| – | – | 0.05% | 79 |
|
|
2023
Q2 | $104K | Hold |
10,000
| – | – | 0.05% | 79 |
|
|
2023
Q1 | $102K | Hold |
10,000
| – | – | 0.05% | 81 |
|
|
2022
Q4 | $101K | Hold |
10,000
| – | – | 0.05% | 77 |
|
|
2022
Q3 | $98K | Hold |
10,000
| – | – | 0.1% | 67 |
|
|
2022
Q2 | $97K | Hold |
10,000
| – | – | 0.09% | 71 |
|
|
2022
Q1 | $98K | Hold |
10,000
| – | – | 0.08% | 96 |
|
|
2021
Q4 | $98K | Hold |
10,000
| – | – | 0.07% | 93 |
|
|
2021
Q3 | $99K | Buy |
+10,000
| New | +$99K | 0.08% | 73 |
|