Schechter Investment Advisors’s Kernel Group Holdings, Inc. Units KRNLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-86,579
| Closed | -$871K | – | 767 |
|
|
2022
Q4 | $871K | Sell |
86,579
-2,240
| -3% | -$22.5K | 0.08% | 338 |
|
|
2022
Q3 | $882K | Sell |
88,819
-1,840
| -2% | -$18.3K | 0.09% | 327 |
|
|
2022
Q2 | $893K | Sell |
90,659
-2,720
| -3% | -$26.8K | 0.09% | 322 |
|
|
2022
Q1 | $924K | Sell |
93,379
-4,430
| -5% | -$43.8K | 0.09% | 333 |
|
|
2021
Q4 | $975K | Buy |
+97,809
| New | +$975K | 0.09% | 311 |
|