Schechter Investment Advisors’s Zimmer Energy Transition Acquisition Corp. Units ZTAQU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$582K Sell
2022
Q4
$623K Sell
2022
Q3
$622K Buy
2022
Q2
$609K Buy
2022
Q1
$344K Hold
2021
Q4
$345K Buy