SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP – SPDR Dow Jones Industrial Average ETF Trust Transaction History
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP portfolio value:
$420,000
portfolio value
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP quarter portfolio value change:
-6.67%
quarter
SPDR Dow Jones Industrial Average ETF Trust 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -30K | $287.3 | 1.46K | |
| Q2 2022 | share | Increase | +11.60% | 152 shares | -4K | $307.82 | 1.46K |
| Q1 2022 | share | 0.00% | 0 shares | -22K | $346.83 | 1.31K | |
| Q4 2021 | share | 0.00% | 0 shares | 33K | $364.07 | 1.31K | |
| Q3 2021 | share | 0.00% | 0 shares | -9K | $337.51 | 1.31K | |
| Q2 2021 | share | 0.00% | 0 shares | 19K | $342.63 | 1.31K | |
| Q1 2021 | share | Increase | +42.86% | 393 shares | 153K | $326.69 | 1.31K |
| Q4 2020 | share | 0.00% | 0 shares | 26K | $301.24 | 917 | |
| Q3 2020 | share | 0.00% | 0 shares | 18K | $272.12 | 917 | |
| Q2 2020 | share | 0.00% | 0 shares | 35K | $251.52 | 917 | |
| Q1 2020 | share | 0.00% | 0 shares | -60K | $212.68 | 917 | |
| Q4 2019 | share | Increase | 0.00% | 917 shares | 261K | $274.83 | 917 |