Schechter Investment Advisors’s Monument Circle Acquisition Corp. Unit MONCU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-63,875
Closed -$630K 993
2022
Q3
$630K Sell
63,875
-1,060
-2% -$10.5K 0.06% 438
2022
Q2
$638K Sell
64,935
-1,060
-2% -$10.4K 0.06% 445
2022
Q1
$652K Sell
65,995
-4,270
-6% -$42.2K 0.06% 447
2021
Q4
$696K Buy
+70,265
New +$696K 0.06% 414