Schechter Investment Advisors’s Hennessy Capital Investment Corp. VI Unit HCVIU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-107,882
| Closed | -$1.11M | – | 684 |
|
|
2023
Q2 | $1.11M | Sell |
107,882
-3,517
| -3% | -$36.2K | 0.1% | 224 |
|
|
2023
Q1 | $1.13M | Hold |
111,399
| – | – | 0.1% | 226 |
|
|
2022
Q4 | $1.1M | Hold |
111,399
| – | – | 0.1% | 260 |
|
|
2022
Q3 | $1.08M | Sell |
111,399
-233
| -0.2% | -$2.26K | 0.11% | 251 |
|
|
2022
Q2 | $1.08M | Buy |
111,632
+38,407
| +52% | +$371K | 0.1% | 263 |
|
|
2022
Q1 | $718K | Sell |
73,225
-2,500
| -3% | -$24.5K | 0.07% | 414 |
|
|
2021
Q4 | $751K | Buy |
+75,725
| New | +$751K | 0.07% | 390 |
|