Schechter Investment Advisors’s Priveterra Acquisition Corp. Units PMGMU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-92,350
| Closed | -$927K | – | 835 |
|
|
2022
Q4 | $927K | Sell |
92,350
-1,450
| -2% | -$14.6K | 0.08% | 316 |
|
|
2022
Q3 | $922K | Hold |
93,800
| – | – | 0.09% | 308 |
|
|
2022
Q2 | $923K | Sell |
93,800
-1,500
| -2% | -$14.8K | 0.09% | 313 |
|
|
2022
Q1 | $937K | Sell |
95,300
-2,000
| -2% | -$19.7K | 0.09% | 330 |
|
|
2021
Q4 | $963K | Buy |
+97,300
| New | +$963K | 0.09% | 315 |
|