Schechter Investment Advisors’s Shelter Acquisition Corporation I Units SHQAU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-96,770	Closed	-$958K	–	1006
2022 Q3	$958K	Sell	96,770 -750	-0.8%	-$7.45K	0.09%	289
2022 Q2	$957K	Sell	97,520 -3,000	-3%	-$29.9K	0.09%	300
2022 Q1	$997K	Hold	100,520	–	–	0.09%	304
2021 Q4	$1M	Buy	+100,520	New	+$1M	0.09%	302

Schechter Investment Advisors's SHQAU Position: Q4 2022 in Review

Schechter Investment Advisors sold out of Shelter Acquisition Corporation I Units (SHQAU) in Q4 2022, closing a stake of 96,770 shares — an estimated $958K sold.

Schechter Investment Advisors first reported a position in SHQAU in Q4 2021 and held it in 4 quarters. The position peaked at $1M in Q4 2021. 0 funds tracked by Wall St. Rank hold SHQAU as of Q4 2022.

Schechter Investment Advisors reported no remaining Shelter Acquisition Corporation I Units position as of Q4 2022 after selling out during the quarter.
Schechter Investment Advisors sold 96,770 Shelter Acquisition Corporation I Units shares in Q4 2022, an estimated $958K.
Schechter Investment Advisors first reported a position in Shelter Acquisition Corporation I Units in Q4 2021 and held it in 4 quarters.
Schechter Investment Advisors's Shelter Acquisition Corporation I Units position peaked at $1M in Q4 2021.
0 funds tracked by Wall St. Rank held Shelter Acquisition Corporation I Units as of Q4 2022.

Based on Schechter Investment Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.