Schechter Investment Advisors’s Clean Energy Special Situations Corp. Unit SWSSU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-307,100	Closed	-$1.56M	–	773
2022 Q4	$1.56M	Sell	307,100 -1,000	-0.3%	-$5.03K	0.14%	169
2022 Q3	$1.54M	Sell	308,100 -10,700	-3%	-$53.4K	0.15%	150
2022 Q2	$1.59M	Sell	318,800 -29,710	-9%	-$149K	0.15%	138
2022 Q1	$1.74M	Sell	348,510 -31,340	-8%	-$157K	0.16%	130
2021 Q4	$1.9M	Buy	+379,850	New	+$1.91M	0.17%	128

Other funds holding SWSSU

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Schechter Investment Advisors's SWSSU Position: Q1 2023 in Review

Schechter Investment Advisors sold out of Clean Energy Special Situations Corp. Unit (SWSSU) in Q1 2023, closing a stake of 307,100 shares — an estimated $1.56M sold.

Schechter Investment Advisors first reported a position in SWSSU in Q4 2021 and held it in 5 quarters. The position peaked at $1.9M in Q4 2021. 1 fund tracked by Wall St. Rank holds SWSSU as of Q1 2023.

Schechter Investment Advisors reported no remaining Clean Energy Special Situations Corp. Unit position as of Q1 2023 after selling out during the quarter.
Schechter Investment Advisors sold 307,100 Clean Energy Special Situations Corp. Unit shares in Q1 2023, an estimated $1.56M.
Schechter Investment Advisors first reported a position in Clean Energy Special Situations Corp. Unit in Q4 2021 and held it in 5 quarters.
Schechter Investment Advisors's Clean Energy Special Situations Corp. Unit position peaked at $1.9M in Q4 2021.
1 fund tracked by Wall St. Rank held Clean Energy Special Situations Corp. Unit as of Q1 2023.

Based on Schechter Investment Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.