Schechter Investment Advisors’s Kadem Sustainable Impact Corporation Unit KSICU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-50,000
| Closed | -$502K | – | 860 |
|
|
2022
Q4 | $502K | Hold |
50,000
| – | – | 0.05% | 504 |
|
|
2022
Q3 | $490K | Hold |
50,000
| – | – | 0.05% | 519 |
|
|
2022
Q2 | $489K | Hold |
50,000
| – | – | 0.05% | 536 |
|
|
2022
Q1 | $490K | Sell |
50,000
-810
| -2% | -$7.94K | 0.05% | 535 |
|
|
2021
Q4 | $500K | Buy |
+50,810
| New | +$500K | 0.05% | 502 |
|