Schechter Investment Advisors’s ScION Tech Growth I Unit SCOAU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-59,819
Closed -$596K 1002
2022
Q3
$596K Sell
59,819
-1,000
-2% -$9.96K 0.06% 452
2022
Q2
$600K Buy
60,819
+30,710
+102% +$303K 0.06% 468
2022
Q1
$297K Sell
30,109
-900
-3% -$8.88K 0.03% 711
2021
Q4
$308K Buy
+31,009
New +$308K 0.03% 672