Schechter Investment Advisors’s TortoiseEcofin Acquisition Corp. III Units each consisting of one Class A Ordinary Share, and one-fourth of one redeemable warrant TRTL.U Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-62,310
| Closed | -$644K | – | 697 |
|
|
2023
Q2 | $644K | Sell |
62,310
-5,950
| -9% | -$61.5K | 0.06% | 328 |
|
|
2023
Q1 | $700K | Sell |
68,260
-750
| -1% | -$7.7K | 0.06% | 329 |
|
|
2022
Q4 | $692K | Buy |
69,010
+20,900
| +43% | +$210K | 0.06% | 403 |
|
|
2022
Q3 | $471K | Hold |
48,110
| – | – | 0.05% | 534 |
|
|
2022
Q2 | $472K | Sell |
48,110
-3,000
| -6% | -$29.4K | 0.05% | 549 |
|
|
2022
Q1 | $503K | Sell |
51,110
-5,850
| -10% | -$57.6K | 0.05% | 524 |
|
|
2021
Q4 | $566K | Buy |
+56,960
| New | +$566K | 0.05% | 471 |
|