SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP – CBIZ, Inc. Transaction History
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP portfolio value:
$1.22M
portfolio value
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP quarter portfolio value change:
+7.06%
quarter
CBIZ, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.38% | -700 shares | 53K | $42.78 | 28.67K |
| Q2 2022 | share | Decrease | -7.25% | -2.29K shares | -155K | $39.96 | 29.37K |
| Q1 2022 | share | Decrease | -4.33% | -1.43K shares | 34K | $41.97 | 31.67K |
| Q4 2021 | share | 0.00% | 0 shares | 224K | $39.25 | 33.10K | |
| Q3 2021 | share | 0.00% | 0 shares | -14K | $32.34 | 33.10K | |
| Q2 2021 | share | 0.00% | 0 shares | 4K | $32.77 | 33.10K | |
| Q1 2021 | share | 0.00% | 0 shares | 200K | $32.66 | 33.10K | |
| Q4 2020 | share | Decrease | -9.24% | -3.37K shares | 47K | $26.61 | 33.10K |
| Q3 2020 | share | 0.00% | 0 shares | -40K | $22.87 | 36.47K | |
| Q2 2020 | share | Decrease | -1.94% | -723 shares | 96K | $23.97 | 36.47K |
| Q1 2020 | share | 0.00% | 0 shares | -225K | $20.92 | 37.2K | |
| Q4 2019 | share | 0.00% | 0 shares | 129K | $26.96 | 37.2K | |
| Q3 2019 | share | 0.00% | 0 shares | 145K | $23.5 | 37.2K | |
| Q2 2019 | share | 0.00% | 0 shares | -24K | $19.59 | 37.2K | |
| Q1 2019 | share | Increase | +81.91% | 16.75K shares | 350K | $20.24 | 37.2K |
| Q4 2018 | share | Increase | 0.00% | 20.45K shares | 403K | $19.7 | 20.45K |