SIA
ROCLU
Schechter Investment Advisors’s Roth CH Acquisition V Co. Unit ROCLU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-20,600
| Closed | -$212K | – | 709 |
|
|
2023
Q1 | $212K | Hold |
20,600
| – | – | 0.02% | 603 |
|
|
2022
Q4 | $209K | Hold |
20,600
| – | – | 0.02% | 745 |
|
|
2022
Q3 | $207K | Hold |
20,600
| – | – | 0.02% | 826 |
|
|
2022
Q2 | $203K | Sell |
20,600
-5,701
| -22% | -$56.2K | 0.02% | 839 |
|
|
2022
Q1 | $262K | Hold |
26,301
| – | – | 0.02% | 754 |
|
|
2021
Q4 | $266K | Buy |
+26,301
| New | +$266K | 0.02% | 711 |
|