Schechter Investment Advisors’s Tech and Energy Transition Corporation Unit TETCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-56,459
| Closed | -$565K | – | 848 |
|
|
2022
Q4 | $565K | Sell |
56,459
-520
| -0.9% | -$5.21K | 0.05% | 470 |
|
|
2022
Q3 | $560K | Hold |
56,979
| – | – | 0.06% | 471 |
|
|
2022
Q2 | $558K | Buy |
56,979
+2,730
| +5% | +$26.7K | 0.05% | 494 |
|
|
2022
Q1 | $533K | Sell |
54,249
-3,960
| -7% | -$38.9K | 0.05% | 506 |
|
|
2021
Q4 | $577K | Buy |
+58,209
| New | +$577K | 0.05% | 466 |
|