SIA
ZTAQU
Schechter Investment Advisors’s Zimmer Energy Transition Acquisition Corp. Units ZTAQU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-57,401
| Closed | -$582K | – | 747 |
|
|
2023
Q1 | $582K | Sell |
57,401
-5,550
| -9% | -$56.3K | 0.05% | 377 |
|
|
2022
Q4 | $623K | Sell |
62,951
-420
| -0.7% | -$4.16K | 0.06% | 433 |
|
|
2022
Q3 | $622K | Buy |
63,371
+996
| +2% | +$9.78K | 0.06% | 443 |
|
|
2022
Q2 | $609K | Buy |
62,375
+27,260
| +78% | +$266K | 0.06% | 465 |
|
|
2022
Q1 | $344K | Hold |
35,115
| – | – | 0.03% | 649 |
|
|
2021
Q4 | $345K | Buy |
+35,115
| New | +$345K | 0.03% | 635 |
|