Schechter Investment Advisors’s Marlin Technology Corporation Unit FINMU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-49,790
| Closed | -$492K | – | 905 |
|
|
2022
Q4 | $492K | Sell |
49,790
-2,610
| -5% | -$25.8K | 0.05% | 512 |
|
|
2022
Q3 | $521K | Sell |
52,400
-13,800
| -21% | -$137K | 0.05% | 495 |
|
|
2022
Q2 | $652K | Sell |
66,200
-3,510
| -5% | -$34.6K | 0.06% | 437 |
|
|
2022
Q1 | $688K | Sell |
69,710
-2,840
| -4% | -$28K | 0.06% | 429 |
|
|
2021
Q4 | $726K | Buy |
+72,550
| New | +$726K | 0.07% | 398 |
|