SIA
FLD
Schechter Investment Advisors’s Fold Holdings, Inc. Class A Common Stock FLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-456,268
| Closed | -$4.72M | – | 682 |
|
|
2023
Q2 | $4.72M | Buy |
456,268
+68,899
| +18% | +$713K | 0.42% | 40 |
|
|
2023
Q1 | $3.96M | Buy |
387,369
+324,082
| +512% | +$3.31M | 0.37% | 49 |
|
|
2022
Q4 | $634K | Buy |
63,287
+36,633
| +137% | +$367K | 0.06% | 430 |
|
|
2022
Q3 | $260K | Buy |
26,654
+24
| +0.1% | +$234 | 0.03% | 756 |
|
|
2022
Q2 | $260K | Hold |
26,630
| – | – | 0.03% | 755 |
|
|
2022
Q1 | $260K | Buy |
+26,630
| New | +$260K | 0.02% | 756 |
|