SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP – Transaction History
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP portfolio value:
14.99M
portfolio value
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP quarter portfolio value change:
-3.63%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3.48% | 21.58K shares | -41K | 641.14K | |
| Q2 2022 | share | Increase | +20.42% | 105.04K shares | 2.11M | 619.55K | |
| Q1 2022 | share | Increase | +12.83% | 58.52K shares | 768K | 514.51K | |
| Q4 2021 | share | Increase | +0.47% | 2.14K shares | 39K | 455.98K | |
| Q3 2021 | share | Increase | +0.75% | 3.37K shares | 12K | 453.84K | |
| Q2 2021 | share | Increase | +7.60% | 31.83K shares | 943K | 450.46K | |
| Q1 2021 | share | Increase | +19.86% | 69.37K shares | 1.82M | 418.63K | |
| Q4 2020 | share | Increase | +12.06% | 37.59K shares | 1.11M | 349.25K | |
| Q3 2020 | share | Increase | +62.22% | 119.53K shares | 3.19M | 311.66K | |
| Q2 2020 | share | Increase | +38.43% | 53.33K shares | 1.45M | 192.12K | |
| Q1 2020 | share | Increase | 0.00% | 138.79K shares | 3.57M | 138.79K |