Schechter Investment Advisors’s Live Oak Crestview Climate Acquisition Corp. Units, each consisting of one share of Class A common stock, and one-third of one warrant LOCC.U Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-52,436
| Closed | -$538K | – | 705 |
|
|
2023
Q2 | $538K | Sell |
52,436
-4,700
| -8% | -$48.2K | 0.05% | 371 |
|
|
2023
Q1 | $582K | Sell |
57,136
-4,400
| -7% | -$44.8K | 0.05% | 378 |
|
|
2022
Q4 | $606K | Buy |
61,536
+3,672
| +6% | +$36.1K | 0.06% | 444 |
|
|
2022
Q3 | $565K | Buy |
57,864
+3,450
| +6% | +$33.7K | 0.06% | 467 |
|
|
2022
Q2 | $524K | Hold |
54,414
| – | – | 0.05% | 509 |
|
|
2022
Q1 | $533K | Sell |
54,414
-3,100
| -5% | -$30.4K | 0.05% | 505 |
|
|
2021
Q4 | $587K | Buy |
+57,514
| New | +$587K | 0.05% | 462 |
|