Schechter Investment Advisors’s M3-Brigade Acquisition III Corp. Units, each consisting of one share of Class A common stock and one-third of one redeemable warrant MBSC.U Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-71,020
Closed -$711K 826
2022
Q4
$711K Buy
71,020
+1,000
+1% +$10K 0.06% 394
2022
Q3
$706K Sell
70,020
-2,220
-3% -$22.4K 0.07% 394
2022
Q2
$718K Sell
72,240
-1,100
-1% -$10.9K 0.07% 399
2022
Q1
$736K Sell
73,340
-2,000
-3% -$20.1K 0.07% 408
2021
Q4
$755K Buy
+75,340
New +$755K 0.07% 387