Schechter Investment Advisors’s Newcourt Acquisition Corp Unit NCACU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-52,000
Closed -$531K 792
2022
Q4
$531K Sell
52,000
-21,500
-29% -$220K 0.05% 487
2022
Q3
$745K Sell
73,500
-7,000
-9% -$71K 0.07% 379
2022
Q2
$809K Sell
80,500
-6,000
-7% -$60.3K 0.08% 354
2022
Q1
$866K Sell
86,500
-16,000
-16% -$160K 0.08% 353
2021
Q4
$1.04M Buy
+102,500
New +$1.04M 0.09% 290