Schechter Investment Advisors’s Marlin Technology Corporation Unit FINMU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-49,790
Closed -$492K 905
2022
Q4
$492K Sell
49,790
-2,610
-5% -$26.2K 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% -$34.7K 0.06% 439
2022
Q1
$688K Sell
69,710
-2,840
-4% -$28.2K 0.06% 431
2021
Q4
$726K Buy
+72,550
New +$726K 0.07% 400

Schechter Investment Advisors's FINMU Position: Q1 2023 in Review

Schechter Investment Advisors sold out of Marlin Technology Corporation Unit (FINMU) in Q1 2023, closing a stake of 49,790 shares — an estimated $492K sold.

Schechter Investment Advisors first reported a position in FINMU in Q4 2021 and held it in 5 quarters. The position peaked at $726K in Q4 2021. 0 funds tracked by Wall St. Rank hold FINMU as of Q1 2023.

  • Schechter Investment Advisors reported no remaining Marlin Technology Corporation Unit position as of Q1 2023 after selling out during the quarter.
  • Schechter Investment Advisors sold 49,790 Marlin Technology Corporation Unit shares in Q1 2023, an estimated $492K.
  • Schechter Investment Advisors first reported a position in Marlin Technology Corporation Unit in Q4 2021 and held it in 5 quarters.
  • Schechter Investment Advisors's Marlin Technology Corporation Unit position peaked at $726K in Q4 2021.
  • 0 funds tracked by Wall St. Rank held Marlin Technology Corporation Unit as of Q1 2023.

Based on Schechter Investment Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.