Sanders Morris Harris’s Roth CH Acquisition IV Co. Unit ROCGU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-40,000
Closed -$416K 267
2023
Q1
$416K Buy
+40,000
New +$420K 0.15% 69
2022
Q4
Sell
-804,518
Closed -$8.06M 281
2022
Q3
$8.06M Sell
804,518
-4,000
-0.5% -$40.2K 1.97% 8
2022
Q2
$8.14M Sell
808,518
-385,582
-32% -$3.87M 1.78% 13
2022
Q1
$12M Sell
1,194,100
-170,500
-12% -$1.72M 2.33% 7
2021
Q4
$13.9M Sell
1,364,600
-67,132
-5% -$686K 2.4% 8
2021
Q3
$14.4M Buy
+1,431,732
New +$14.4M 2.63% 7

Sanders Morris Harris's ROCGU Position: Q2 2023 in Review

Sanders Morris Harris sold out of Roth CH Acquisition IV Co. Unit (ROCGU) in Q2 2023, closing a stake of 40,000 shares — an estimated $416K sold.

Sanders Morris Harris first reported a position in ROCGU in Q3 2021 and held it in 6 quarters. The position peaked at $14.4M in Q3 2021. 0 funds tracked by Wall St. Rank hold ROCGU as of Q2 2023.

  • Sanders Morris Harris reported no remaining Roth CH Acquisition IV Co. Unit position as of Q2 2023 after selling out during the quarter.
  • Sanders Morris Harris sold 40,000 Roth CH Acquisition IV Co. Unit shares in Q2 2023, an estimated $416K.
  • Sanders Morris Harris first reported a position in Roth CH Acquisition IV Co. Unit in Q3 2021 and held it in 6 quarters.
  • Sanders Morris Harris's Roth CH Acquisition IV Co. Unit position peaked at $14.4M in Q3 2021.
  • 0 funds tracked by Wall St. Rank held Roth CH Acquisition IV Co. Unit as of Q2 2023.

Based on Sanders Morris Harris's 13F filing for Q2 2023, filed 11 Jul 2023.