Schechter Investment Advisors’s UTA Acquisition Corporation Units UTAAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-37,800
| Closed | -$400K | – | 713 |
|
|
2023
Q2 | $400K | Hold |
37,800
| – | – | 0.04% | 425 |
|
|
2023
Q1 | $396K | Hold |
37,800
| – | – | 0.04% | 462 |
|
|
2022
Q4 | $380K | Hold |
37,800
| – | – | 0.03% | 571 |
|
|
2022
Q3 | $382K | Hold |
37,800
| – | – | 0.04% | 600 |
|
|
2022
Q2 | $380K | Sell |
37,800
-10,200
| -21% | -$103K | 0.04% | 620 |
|
|
2022
Q1 | $480K | Hold |
48,000
| – | – | 0.04% | 542 |
|
|
2021
Q4 | $484K | Buy |
+48,000
| New | +$484K | 0.04% | 509 |
|