SIA
Schechter Investment Advisors’s ESH Acquisition Corp ESHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,005,627
| Closed | -$10.7M | – | 677 |
|
|
2024
Q3 | $10.7M | Sell |
1,005,627
-13,500
| -1% | -$143K | 0.79% | 25 |
|
|
2024
Q2 | $10.6M | Sell |
1,019,127
-51,478
| -5% | -$536K | 0.8% | 28 |
|
|
2024
Q1 | $11.1M | Buy |
1,070,605
+712,918
| +199% | +$7.38M | 0.83% | 26 |
|
|
2023
Q4 | $3.66M | Buy |
357,687
+93,317
| +35% | +$954K | 0.32% | 59 |
|
|
2023
Q3 | $2.68M | Buy |
+264,370
| New | +$2.68M | 0.26% | 72 |
|