Schechter Investment Advisors’s Monument Circle Acquisition Corp. Unit MONCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-63,875
| Closed | -$630K | – | 994 |
|
|
2022
Q3 | $630K | Sell |
63,875
-1,060
| -2% | -$10.5K | 0.06% | 438 |
|
|
2022
Q2 | $638K | Sell |
64,935
-1,060
| -2% | -$10.5K | 0.06% | 447 |
|
|
2022
Q1 | $652K | Sell |
65,995
-4,270
| -6% | -$42.4K | 0.06% | 449 |
|
|
2021
Q4 | $696K | Buy |
+70,265
| New | +$704K | 0.06% | 416 |
|