Schechter Investment Advisors’s Black Mountain Acquisition Corp. Units, each consisting of one share of Class A common stock and three quarters of one warrant BMAC.U Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-69,601
Closed -$709K 920
2022
Q4
$709K Sell
69,601
-150
-0.2% -$1.53K 0.06% 397
2022
Q3
$702K Sell
69,751
-6,310
-8% -$63.5K 0.07% 398
2022
Q2
$761K Sell
76,061
-24,160
-24% -$242K 0.07% 374
2022
Q1
$1.01M Sell
100,221
-1,500
-1% -$15.1K 0.09% 298
2021
Q4
$1.03M Buy
+101,721
New +$1.03M 0.09% 292