SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP – Transaction History
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP portfolio value:
$18.43M
portfolio value
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP quarter portfolio value change:
-3.76%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +4.01% | 12.74K shares | 19K | $55.81 | 330.35K |
| Q2 2022 | share | Decrease | -3.26% | -10.71K shares | -6.14M | $57.99 | 317.60K |
| Q1 2022 | share | Increase | +9.06% | 27.28K shares | -82K | $74.82 | 328.31K |
| Q4 2021 | share | Increase | +101.14% | 151.37K shares | 2.48M | $165.03 | 301.03K |
| Q3 2021 | share | Increase | +111.83% | 158.02K shares | 1.53M | $148.09 | 299.33K |
| Q2 2021 | share | Increase | +104.58% | 144.47K shares | 2.69M | $145.82 | 282.62K |
| Q1 2021 | share | Increase | +122.23% | 151.96K shares | 1.96M | $129.53 | 276.29K |
| Q4 2020 | share | Increase | +112.60% | 131.70K shares | 2.49M | $128.03 | 248.66K |
| Q3 2020 | share | Increase | +133.80% | 133.86K shares | 3.31M | $114.67 | 233.91K |
| Q2 2020 | share | Increase | +104.16% | 102.09K shares | 2.35M | $100.94 | 200.10K |
| Q1 2020 | share | Increase | +101.85% | 98.91K shares | -1.21M | $79.05 | 196.02K |
| Q4 2019 | share | Increase | +132.50% | 110.69K shares | 2.00M | $92.01 | 194.23K |
| Q3 2019 | share | Increase | +161.34% | 103.15K shares | 1.69M | $83.02 | 167.08K |
| Q2 2019 | share | Increase | +147.05% | 76.11K shares | 1.20M | $82.02 | 127.87K |
| Q1 2019 | share | Increase | 0.00% | 103.51K shares | 4.11M | $78.11 | 103.51K |