Schechter Investment Advisors’s Build Acquisition Corp. Units, each consisting of one share of Class A common stock and one-third of one redeemable warrant BGSX.U Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-37,210
| Closed | -$372K | – | 859 |
|
|
2022
Q4 | $372K | Sell |
37,210
-1,342
| -3% | -$13.4K | 0.03% | 578 |
|
|
2022
Q3 | $378K | Buy |
38,552
+1,672
| +5% | +$16.4K | 0.04% | 607 |
|
|
2022
Q2 | $359K | Hold |
36,880
| – | – | 0.03% | 635 |
|
|
2022
Q1 | $362K | Sell |
36,880
-2,765
| -7% | -$27.1K | 0.03% | 635 |
|
|
2021
Q4 | $391K | Buy |
+39,645
| New | +$391K | 0.04% | 588 |
|