Schechter Investment Advisors’s Agile Growth Corp. Units AGGRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-60,364
| Closed | -$607K | – | 866 |
|
|
2022
Q4 | $607K | Sell |
60,364
-10,214
| -14% | -$103K | 0.06% | 440 |
|
|
2022
Q3 | $700K | Sell |
70,578
-12,000
| -15% | -$119K | 0.07% | 400 |
|
|
2022
Q2 | $812K | Buy |
82,578
+500
| +0.6% | +$4.92K | 0.08% | 353 |
|
|
2022
Q1 | $806K | Sell |
82,078
-4,725
| -5% | -$46.4K | 0.07% | 380 |
|
|
2021
Q4 | $852K | Buy |
+86,803
| New | +$852K | 0.08% | 362 |
|