SIA
DNAD
Schechter Investment Advisors’s Social Capital Suvretta Holdings Corp. IV Class A Ordinary Shares DNAD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-307,027
| Closed | -$3.18M | – | 729 |
|
|
2023
Q2 | $3.18M | Sell |
307,027
-13,498
| -4% | -$140K | 0.29% | 61 |
|
|
2023
Q1 | $3.28M | Sell |
320,525
-14,522
| -4% | -$148K | 0.3% | 57 |
|
|
2022
Q4 | $3.37M | Buy |
335,047
+72,513
| +28% | +$729K | 0.31% | 50 |
|
|
2022
Q3 | $2.58M | Buy |
262,534
+185,509
| +241% | +$1.82M | 0.25% | 65 |
|
|
2022
Q2 | $748K | Buy |
77,025
+8,169
| +12% | +$79.3K | 0.07% | 382 |
|
|
2022
Q1 | $671K | Buy |
68,856
+26,756
| +64% | +$261K | 0.06% | 436 |
|
|
2021
Q4 | $413K | Buy |
+42,100
| New | +$413K | 0.04% | 574 |
|