SIA
Schechter Investment Advisors’s Spring Valley Acquisition Corp II SVII Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-477,378
| Closed | -$5.16M | – | 696 |
|
2023
Q4 | $5.16M | Buy |
477,378
+106,130
| +29% | +$1.15M | 0.45% | 43 |
|
2023
Q3 | $3.99M | Sell |
371,248
-1,370
| -0.4% | -$14.7K | 0.39% | 47 |
|
2023
Q2 | $3.93M | Buy |
372,618
+352,618
| +1,763% | +$3.72M | 0.35% | 50 |
|
2023
Q1 | $207K | Hold |
20,000
| – | – | 0.02% | 616 |
|
2022
Q4 | $203K | Buy |
+20,000
| New | +$203K | 0.02% | 762 |
|