Schechter Investment Advisors’s Concord Acquisition Corp II Units, each consisting of one share of Class A Common Stock and one-third of one Warrant CNDA.U Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$399K Hold
2023
Q1
$393K Hold
2022
Q4
$386K Buy
2022
Q3
$330K Hold
2022
Q2
$327K Hold
2022
Q1
$332K Hold
2021
Q4
$349K Buy