SIA
CDAQU
Schechter Investment Advisors’s Compass Digital Acquisition Corp. Unit CDAQU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-13,894
| Closed | -$146K | – | 694 |
|
|
2023
Q3 | $146K | Buy |
13,894
+1,800
| +15% | +$19K | 0.01% | 557 |
|
|
2023
Q2 | $126K | Sell |
12,094
-1,700
| -12% | -$17.6K | 0.01% | 607 |
|
|
2023
Q1 | $141K | Hold |
13,794
| – | – | 0.01% | 635 |
|
|
2022
Q4 | $137K | Sell |
13,794
-4,438
| -24% | -$44.1K | 0.01% | 783 |
|
|
2022
Q3 | $178K | Buy |
18,232
+5,900
| +48% | +$57.6K | 0.02% | 854 |
|
|
2022
Q2 | $119K | Buy |
12,332
+1,369
| +12% | +$13.2K | 0.01% | 895 |
|
|
2022
Q1 | $107K | Buy |
10,963
+900
| +9% | +$8.78K | 0.01% | 894 |
|
|
2021
Q4 | $99K | Buy |
+10,063
| New | +$99K | 0.01% | 847 |
|