Schechter Investment Advisors’s Accretion Acquisition Corp Right ENERR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-158,870	Closed	-$8.94K	–	700
2023 Q3	$8.94K	Sell	158,870 -11,160	-7%	-$876	﹤0.01%	605
2023 Q2	$18.4K	Sell	170,030 -1,000	-0.6%	-$111	﹤0.01%	634
2023 Q1	$16.2K	Hold	171,030	–	–	﹤0.01%	672
2022 Q4	$12K	Hold	171,030	–	–	﹤0.01%	823
2022 Q3	$15K	Buy	+171,030	New	+$16.3K	﹤0.01%	927

Other funds holding ENERR

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Schechter Investment Advisors's ENERR Position: Q4 2023 in Review

Schechter Investment Advisors sold out of Accretion Acquisition Corp Right (ENERR) in Q4 2023, closing a stake of 158,870 shares — an estimated $8.94K sold.

Schechter Investment Advisors first reported a position in ENERR in Q3 2022 and held it in 5 quarters. The position peaked at $18.4K in Q2 2023. 1 fund tracked by Wall St. Rank holds ENERR as of Q4 2023.

Schechter Investment Advisors reported no remaining Accretion Acquisition Corp Right position as of Q4 2023 after selling out during the quarter.
Schechter Investment Advisors sold 158,870 Accretion Acquisition Corp Right shares in Q4 2023, an estimated $8.94K.
Schechter Investment Advisors first reported a position in Accretion Acquisition Corp Right in Q3 2022 and held it in 5 quarters.
Schechter Investment Advisors's Accretion Acquisition Corp Right position peaked at $18.4K in Q2 2023.
1 fund tracked by Wall St. Rank held Accretion Acquisition Corp Right as of Q4 2023.

Based on Schechter Investment Advisors's 13F filing for Q4 2023, filed 17 Jan 2024.