SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP – Columbia Diversified Fixed Income Allocation ETF Transaction History
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP portfolio value:
$2.89M
portfolio value
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP quarter portfolio value change:
-5.27%
quarter
Columbia Diversified Fixed Income Allocation ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.98% | 5.01K shares | -72K | $16.73 | 173.14K |
| Q2 2022 | share | Increase | +5.87% | 9.31K shares | -126K | $17.66 | 168.12K |
| Q1 2022 | share | Decrease | -4.44% | -7.37K shares | -446K | $19.49 | 158.81K |
| Q4 2021 | share | Increase | +1.22% | 1.99K shares | 34K | $21.22 | 166.18K |
| Q3 2021 | share | Increase | +0.11% | 187 shares | -27K | $21.23 | 164.18K |
| Q2 2021 | share | Increase | +4.70% | 7.36K shares | 226K | $21.29 | 164.00K |
| Q1 2021 | share | Increase | +20.74% | 26.90K shares | 442K | $20.73 | 156.63K |
| Q4 2020 | share | Increase | +1.78% | 2.27K shares | 124K | $21.6 | 129.73K |
| Q3 2020 | share | Increase | +16.40% | 17.96K shares | 429K | $20.86 | 127.45K |
| Q2 2020 | share | Increase | +9.15% | 9.18K shares | 320K | $20.35 | 109.49K |
| Q1 2020 | share | Increase | 0.00% | 100.31K shares | 1.99M | $19.01 | 100.31K |