Schechter Investment Advisors’s CC Neuberger Principal Holdings III PRPC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-59,079
Closed -$597K 811
2022
Q4
$597K Sell
59,079
-9,000
-13% -$90.9K 0.05% 451
2022
Q3
$676K Buy
68,079
+5,800
+9% +$57.6K 0.07% 410
2022
Q2
$613K Buy
+62,279
New +$613K 0.06% 461