Schechter Investment Advisors’s ESM Acquisition Corporation Units, each consisting of one Class A ordinary share and one-third of one redeemable warrant ESM.U Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-140,407
Closed -$1.41M 876
2022
Q4
$1.41M Sell
140,407
-10,520
-7% -$106K 0.13% 191
2022
Q3
$1.5M Buy
150,927
+2,510
+2% +$24.9K 0.15% 161
2022
Q2
$1.46M Buy
148,417
+66,657
+82% +$654K 0.14% 168
2022
Q1
$809K Sell
81,760
-2,240
-3% -$22.2K 0.08% 378
2021
Q4
$834K Buy
+84,000
New +$834K 0.08% 371