SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP – Transaction History
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP portfolio value:
237,000
portfolio value
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP quarter portfolio value change:
+4.60%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.06% | 4 shares | 11K | 6.27K | |
| Q2 2022 | share | 0.00% | 0 shares | -61K | 6.27K | ||
| Q1 2022 | share | 0.00% | 0 shares | -32K | 6.27K | ||
| Q4 2021 | share | Decrease | -0.63% | -40 shares | 19K | 6.27K | |
| Q3 2021 | share | Increase | +0.64% | 40 shares | 9K | 6.31K | |
| Q2 2021 | share | 0.00% | 0 shares | 14K | 6.27K | ||
| Q1 2021 | share | Decrease | -21.63% | -1.73K shares | -71K | 6.27K | |
| Q4 2020 | share | Decrease | -13.04% | -1.2K shares | 44K | 8K | |
| Q3 2020 | share | 0.00% | 0 shares | -13K | 9.2K | ||
| Q2 2020 | share | Decrease | -1.68% | -157 shares | 26K | 9.2K | |
| Q1 2020 | share | 0.00% | 0 shares | -152K | 9.35K | ||
| Q4 2019 | share | 0.00% | 0 shares | 57K | 9.35K | ||
| Q3 2019 | share | 0.00% | 0 shares | 37K | 9.35K | ||
| Q2 2019 | share | 0.00% | 0 shares | -3K | 9.35K | ||
| Q1 2019 | share | Increase | 0.00% | 9.35K shares | 352K | 9.35K |