SIA
HLGN

Schechter Investment Advisors’s Heliogen, Inc. HLGN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-60,000
Closed -$14.7K 706
2023
Q2
$14.7K Hold
60,000
﹤0.01% 638
2023
Q1
$14.4K Hold
60,000
﹤0.01% 675
2022
Q4
$41.9K Hold
60,000
﹤0.01% 808
2022
Q3
$112K Hold
60,000
0.01% 890
2022
Q2
$127K Hold
60,000
0.01% 887
2022
Q1
$316K Buy
+60,000
New +$316K 0.03% 688