Schechter Investment Advisors’s Kodiak AI Warrants KDKRW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $185K | Sell |
639,335
-35,570
|
|
||||
|
2024
Q4 | $101K | Sell |
674,905
-66,980
|
|
||||
|
2024
Q3 | $119K | Sell |
741,885
-4,000
|
|
||||
|
2024
Q2 | $97K | Sell |
745,885
-13,160
|
|
||||
|
2024
Q1 | $140K | Sell |
759,045
-2,425
|
|
||||
|
2023
Q4 | $116K | Hold |
761,470
|
|
||||
|
2023
Q3 | $179K | Hold |
761,470
|
|
||||
|
2023
Q2 | $201K | Buy |
+761,470
|
|