SIA
DTOCU

Schechter Investment Advisors’s Digital Transformation Opportunities Corp. Units DTOCU Stock Holding History

Schechter Investment Advisors’s Portfolio DTOCU Stock Details DTOCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-139,796
Closed -$1.4M – 827
2022
Q4 		$1.4M Sell
139,796
-174
-0.1% -$1.73K 0.13% 195
2022
Q3 		$1.37M Buy
139,970
+2,250
+2% +$22.1K 0.14% 196
2022
Q2 		$1.34M Hold
137,720
– – 0.13% 196
2022
Q1 		$1.35M Sell
137,720
-8,540
-6% -$83.9K 0.13% 205
2021
Q4 		$1.43M Buy
+146,260
New +$1.44M 0.13% 203

Schechter Investment Advisors's DTOCU Position: Q1 2023 in Review

Schechter Investment Advisors sold out of Digital Transformation Opportunities Corp. Units (DTOCU) in Q1 2023, closing a stake of 139,796 shares — an estimated $1.4M sold.

Schechter Investment Advisors first reported a position in DTOCU in Q4 2021 and held it in 5 quarters. The position peaked at $1.43M in Q4 2021. 0 funds tracked by Wall St. Rank hold DTOCU as of Q1 2023.

  • Schechter Investment Advisors reported no remaining Digital Transformation Opportunities Corp. Units position as of Q1 2023 after selling out during the quarter.
  • Schechter Investment Advisors sold 139,796 Digital Transformation Opportunities Corp. Units shares in Q1 2023, an estimated $1.4M.
  • Schechter Investment Advisors first reported a position in Digital Transformation Opportunities Corp. Units in Q4 2021 and held it in 5 quarters.
  • Schechter Investment Advisors's Digital Transformation Opportunities Corp. Units position peaked at $1.43M in Q4 2021.
  • 0 funds tracked by Wall St. Rank held Digital Transformation Opportunities Corp. Units as of Q1 2023.

Based on Schechter Investment Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.