Schechter Investment Advisors’s Roth CH Acquisition V Co. Unit ROCLU Stock Holding History

Schechter Investment Advisors’s Portfolio ROCLU Stock Details ROCLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	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%	-$56.8K	0.02%	841
2022 Q1	$262K	Hold	26,301	–	–	0.02%	756
2021 Q4	$266K	Buy	+26,301	New	+$264K	0.02%	713

Other funds holding ROCLU

Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

Schechter Investment Advisors's ROCLU Position: Q2 2023 in Review

Schechter Investment Advisors sold out of Roth CH Acquisition V Co. Unit (ROCLU) in Q2 2023, closing a stake of 20,600 shares — an estimated $212K sold.

Schechter Investment Advisors first reported a position in ROCLU in Q4 2021 and held it in 6 quarters. The position peaked at $266K in Q4 2021. 2 funds tracked by Wall St. Rank hold ROCLU as of Q2 2023.

Schechter Investment Advisors reported no remaining Roth CH Acquisition V Co. Unit position as of Q2 2023 after selling out during the quarter.
Schechter Investment Advisors sold 20,600 Roth CH Acquisition V Co. Unit shares in Q2 2023, an estimated $212K.
Schechter Investment Advisors first reported a position in Roth CH Acquisition V Co. Unit in Q4 2021 and held it in 6 quarters.
Schechter Investment Advisors's Roth CH Acquisition V Co. Unit position peaked at $266K in Q4 2021.
2 funds tracked by Wall St. Rank held Roth CH Acquisition V Co. Unit as of Q2 2023.

Based on Schechter Investment Advisors's 13F filing for Q2 2023, filed 26 Jul 2023.