SIA
LOCC

Schechter Investment Advisors’s Live Oak Crestview Climate Acquisition Corp. LOCC Stock Holding History

Schechter Investment Advisors’s Portfolio LOCC Stock Details LOCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-174,957
Closed -$1.81M – 707
2023
Q3 		$1.81M Sell
174,957
-74,526
-30% -$769K 0.18% 115
2023
Q2 		$2.56M Buy
+249,483
New +$2.54M 0.23% 80