Schechter Investment Advisors’s IX Acquisition Corp. Unit IXAQU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-53,455
| Closed | -$541K | – | 758 |
|
|
2022
Q4 | $541K | Sell |
53,455
-3,000
| -5% | -$30.4K | 0.05% | 482 |
|
|
2022
Q3 | $562K | Sell |
56,455
-1,500
| -3% | -$14.9K | 0.06% | 469 |
|
|
2022
Q2 | $570K | Sell |
57,955
-2,000
| -3% | -$19.7K | 0.06% | 486 |
|
|
2022
Q1 | $591K | Sell |
59,955
-3,000
| -5% | -$29.6K | 0.05% | 477 |
|
|
2021
Q4 | $623K | Buy |
+62,955
| New | +$623K | 0.06% | 446 |
|