SIA
ALTIW

Schechter Investment Advisors’s AlTi Global, Inc. Warrant ALTIW Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-68,235
Closed -$17K 971
2022
Q3
$17K Sell
68,235
-180
-0.3% -$45 ﹤0.01% 925
2022
Q2
$31K Sell
68,415
-416
-0.6% -$188 ﹤0.01% 926
2022
Q1
$43K Sell
68,831
-2,741
-4% -$1.71K ﹤0.01% 909
2021
Q4
$75K Buy
+71,572
New +$75K 0.01% 850