SIA
OKLO
Schechter Investment Advisors’s Oklo OKLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-532,928
| Closed | -$5.56M | – | 680 |
|
|
2023
Q2 | $5.56M | Sell |
532,928
-1,072,858
| -67% | -$11.2M | 0.5% | 35 |
|
|
2023
Q1 | $16.3M | Buy |
1,605,786
+905,895
| +129% | +$9.19M | 1.51% | 9 |
|
|
2022
Q4 | $6.94M | Buy |
699,891
+643,151
| +1,134% | +$6.38M | 0.63% | 18 |
|
|
2022
Q3 | $554K | Buy |
56,740
+3,200
| +6% | +$31.2K | 0.05% | 476 |
|
|
2022
Q2 | $517K | Buy |
+53,540
| New | +$517K | 0.05% | 513 |
|