SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC – Transaction History
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC portfolio value:
2.83M
portfolio value
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC quarter portfolio value change:
-11.72%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +12.79% | 6.99K shares | -13K | 61.68K | |
| Q2 2022 | share | Increase | +17.79% | 8.26K shares | 94K | 54.69K | |
| Q1 2022 | share | Increase | +26.18% | 9.63K shares | 422K | 46.43K | |
| Q4 2021 | share | Increase | +13.43% | 4.35K shares | 237K | 36.79K | |
| Q3 2021 | share | Increase | +10.55% | 3.09K shares | 52K | 32.44K | |
| Q2 2021 | share | Increase | +36.48% | 7.84K shares | 628K | 29.34K | |
| Q1 2021 | share | Increase | 0.00% | 21.50K shares | 1.41M | 21.50K |