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

Schechter Investment Advisors’s Portfolio MONCU Stock Details MONCU Fund Activity

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

Schechter Investment Advisors's MONCU Position: Q4 2022 in Review

Schechter Investment Advisors sold out of Monument Circle Acquisition Corp. Unit (MONCU) in Q4 2022, closing a stake of 63,875 shares — an estimated $630K sold.

Schechter Investment Advisors first reported a position in MONCU in Q4 2021 and held it in 4 quarters. The position peaked at $696K in Q4 2021. 0 funds tracked by Wall St. Rank hold MONCU as of Q4 2022.

Schechter Investment Advisors reported no remaining Monument Circle Acquisition Corp. Unit position as of Q4 2022 after selling out during the quarter.
Schechter Investment Advisors sold 63,875 Monument Circle Acquisition Corp. Unit shares in Q4 2022, an estimated $630K.
Schechter Investment Advisors first reported a position in Monument Circle Acquisition Corp. Unit in Q4 2021 and held it in 4 quarters.
Schechter Investment Advisors's Monument Circle Acquisition Corp. Unit position peaked at $696K in Q4 2021.
0 funds tracked by Wall St. Rank held Monument Circle Acquisition Corp. Unit as of Q4 2022.

Based on Schechter Investment Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.