SIA
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Schechter Investment Advisors’s Keen Vision Acquisition Corp KVAC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-393,952
Closed -$4.24M 684
2024
Q3
$4.24M Sell
393,952
-104,064
-21% -$1.12M 0.31% 61
2024
Q2
$5.27M Sell
498,016
-318,375
-39% -$3.37M 0.4% 49
2024
Q1
$8.53M Buy
816,391
+599,880
+277% +$6.27M 0.64% 32
2023
Q4
$2.24M Buy
+216,511
New +$2.24M 0.19% 100