Schechter Investment Advisors’s TZP Strategies Acquisition Corp. Unit TZPSU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-70,975
| Closed | -$719K | – | 904 |
|
2022
Q4 | $719K | Sell |
70,975
-2,310
| -3% | -$23.4K | 0.07% | 391 |
|
2022
Q3 | $728K | Sell |
73,285
-3,068
| -4% | -$30.5K | 0.07% | 386 |
|
2022
Q2 | $751K | Sell |
76,353
-18,130
| -19% | -$178K | 0.07% | 379 |
|
2022
Q1 | $932K | Sell |
94,483
-2,873
| -3% | -$28.3K | 0.09% | 331 |
|
2021
Q4 | $965K | Buy |
+97,356
| New | +$965K | 0.09% | 313 |
|