Schechter Investment Advisors’s Cascadia Acquisition Corp. Unit CCAIU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-91,192
| Closed | -$914K | – | 831 |
|
|
2022
Q4 | $914K | Buy |
91,192
+1,000
| +1% | +$10K | 0.08% | 320 |
|
|
2022
Q3 | $887K | Buy |
90,192
+3,450
| +4% | +$33.9K | 0.09% | 322 |
|
|
2022
Q2 | $850K | Hold |
86,742
| – | – | 0.08% | 346 |
|
|
2022
Q1 | $858K | Hold |
86,742
| – | – | 0.08% | 358 |
|
|
2021
Q4 | $867K | Buy |
+86,742
| New | +$867K | 0.08% | 354 |
|