SIA
KCGI
Schechter Investment Advisors’s Kensington Capital Acquisition Corp. V KCGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-174,885
| Closed | -$1.82M | – | 715 |
|
|
2023
Q1 | $1.82M | Sell |
174,885
-4,080
| -2% | -$42.5K | 0.17% | 124 |
|
|
2022
Q4 | $1.82M | Sell |
178,965
-12,388
| -6% | -$126K | 0.17% | 128 |
|
|
2022
Q3 | $1.91M | Buy |
191,353
+96,846
| +102% | +$965K | 0.19% | 102 |
|
|
2022
Q2 | $935K | Sell |
94,507
-10,200
| -10% | -$101K | 0.09% | 306 |
|
|
2022
Q1 | $1.04M | Buy |
+104,707
| New | +$1.04M | 0.1% | 291 |
|