Schechter Investment Advisors’s DTRT Health Acquisition Corp. Unit DTRTU Stock Holding History

Schechter Investment Advisors’s Portfolio DTRTU Stock Details DTRTU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-35,260	Closed	-$361K	–	979
2022 Q3	$361K	Hold	35,260	–	–	0.04%	625
2022 Q2	$353K	Sell	35,260 -1,000	-3%	-$10.1K	0.03%	644
2022 Q1	$371K	Sell	36,260 -1,900	-5%	-$19.2K	0.03%	626
2021 Q4	$384K	Buy	+38,160	New	+$388K	0.03%	594

Other funds holding DTRTU

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Schechter Investment Advisors's DTRTU Position: Q4 2022 in Review

Schechter Investment Advisors sold out of DTRT Health Acquisition Corp. Unit (DTRTU) in Q4 2022, closing a stake of 35,260 shares — an estimated $361K sold.

Schechter Investment Advisors first reported a position in DTRTU in Q4 2021 and held it in 4 quarters. The position peaked at $384K in Q4 2021. 2 funds tracked by Wall St. Rank hold DTRTU as of Q4 2022.

Schechter Investment Advisors reported no remaining DTRT Health Acquisition Corp. Unit position as of Q4 2022 after selling out during the quarter.
Schechter Investment Advisors sold 35,260 DTRT Health Acquisition Corp. Unit shares in Q4 2022, an estimated $361K.
Schechter Investment Advisors first reported a position in DTRT Health Acquisition Corp. Unit in Q4 2021 and held it in 4 quarters.
Schechter Investment Advisors's DTRT Health Acquisition Corp. Unit position peaked at $384K in Q4 2021.
2 funds tracked by Wall St. Rank held DTRT Health Acquisition Corp. Unit as of Q4 2022.

Based on Schechter Investment Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.