SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP – Transaction History
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP portfolio value:
$1.95M
portfolio value
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP quarter portfolio value change:
-10.56%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.06% | -744 shares | -254K | $28.13 | 69.33K |
| Q2 2022 | share | Increase | +1.23% | 854 shares | -338K | $31.45 | 70.07K |
| Q1 2022 | share | Decrease | -1.79% | -1.25K shares | -198K | $36.72 | 69.22K |
| Q4 2021 | share | Increase | +0.22% | 152 shares | 18K | $38.93 | 70.48K |
| Q3 2021 | share | Decrease | -0.68% | -484 shares | -72K | $38.7 | 70.33K |
| Q2 2021 | share | Decrease | -1.66% | -1.19K shares | 85K | $39.45 | 70.81K |
| Q1 2021 | share | Decrease | -0.79% | -570 shares | 95K | $37.3 | 72.01K |
| Q4 2020 | share | Decrease | -1.18% | -870 shares | 308K | $35.7 | 72.58K |
| Q3 2020 | share | Decrease | -25.02% | -24.51K shares | -608K | $30.69 | 73.45K |
| Q2 2020 | share | Decrease | -74.19% | -281.62K shares | -6.89M | $29.08 | 97.96K |
| Q1 2020 | share | Increase | +27.85% | 82.69K shares | -176K | $25.05 | 379.59K |
| Q4 2019 | share | Increase | +12.40% | 32.74K shares | 1.56M | $32.61 | 296.89K |
| Q3 2019 | share | Increase | +5.50% | 13.76K shares | 381K | $30.22 | 264.15K |
| Q2 2019 | share | Decrease | -2.16% | -5.52K shares | 22K | $30.44 | 250.39K |
| Q1 2019 | share | Decrease | -11.59% | -33.53K shares | -193K | $29.46 | 255.91K |
| Q4 2018 | share | Increase | +95.91% | 141.70K shares | 3.25M | $26.67 | 289.45K |
| Q3 2018 | share | Decrease | -0.35% | -523 shares | 54K | $30.64 | 147.74K |
| Q2 2018 | share | Decrease | -2.82% | -4.30K shares | -243K | $30.2 | 148.27K |
| Q1 2018 | share | Decrease | -2.14% | -3.32K shares | -169K | $30.81 | 152.57K |
| Q4 2017 | share | Decrease | -5.00% | -8.20K shares | -181K | $31.13 | 155.9K |
| Q3 2017 | share | Increase | +1.39% | 2.24K shares | 349K | $29.88 | 164.10K |
| Q2 2017 | share | Increase | +3.11% | 4.88K shares | 455K | $28.37 | 161.85K |
| Q1 2017 | share | Increase | +12.59% | 17.55K shares | 830K | $26.67 | 156.97K |
| Q4 2016 | share | Decrease | -28.80% | -56.38K shares | -1.77M | $24.71 | 139.41K |
| Q3 2016 | share | Decrease | -1.94% | -3.88K shares | 223K | $25.05 | 195.80K |
| Q2 2016 | share | Increase | +152.52% | 120.60K shares | 3.27M | $23.59 | 199.68K |
| Q1 2016 | share | Increase | +11.91% | 8.41K shares | 197K | $23.59 | 79.07K |