Schechter Investment Advisors’s Independence Holdings Corp. Units ACQRU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-14,460
Closed -$145K 865
2022
Q4
$145K Sell
14,460
-4,300
-23% -$43K 0.01% 781
2022
Q3
$186K Hold
18,760
0.02% 852
2022
Q2
$183K Hold
18,760
0.02% 858
2022
Q1
$184K Sell
18,760
-3,509
-16% -$34.6K 0.02% 851
2021
Q4
$223K Buy
+22,269
New +$221K 0.02% 770

Schechter Investment Advisors's ACQRU Position: Q1 2023 in Review

Schechter Investment Advisors sold out of Independence Holdings Corp. Units (ACQRU) in Q1 2023, closing a stake of 14,460 shares — an estimated $145K sold.

Schechter Investment Advisors first reported a position in ACQRU in Q4 2021 and held it in 5 quarters. The position peaked at $223K in Q4 2021. 0 funds tracked by Wall St. Rank hold ACQRU as of Q1 2023.

  • Schechter Investment Advisors reported no remaining Independence Holdings Corp. Units position as of Q1 2023 after selling out during the quarter.
  • Schechter Investment Advisors sold 14,460 Independence Holdings Corp. Units shares in Q1 2023, an estimated $145K.
  • Schechter Investment Advisors first reported a position in Independence Holdings Corp. Units in Q4 2021 and held it in 5 quarters.
  • Schechter Investment Advisors's Independence Holdings Corp. Units position peaked at $223K in Q4 2021.
  • 0 funds tracked by Wall St. Rank held Independence Holdings Corp. Units as of Q1 2023.

Based on Schechter Investment Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.