Schechter Investment Advisors’s Inflection Point Acquisition Corp. Units IPAXU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-217,925
| Closed | -$2.22M | – | 895 |
|
|
2022
Q4 | $2.22M | Hold |
217,925
| – | – | 0.2% | 100 |
|
|
2022
Q3 | $2.17M | Sell |
217,925
-4,950
| -2% | -$48.8K | 0.21% | 86 |
|
|
2022
Q2 | $2.17M | Buy |
222,875
+125,000
| +128% | +$1.23M | 0.21% | 87 |
|
|
2022
Q1 | $965K | Hold |
97,875
| – | – | 0.09% | 319 |
|
|
2021
Q4 | $977K | Buy |
+97,875
| New | +$976K | 0.09% | 312 |
|