SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC – Transaction History
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC portfolio value:
2.23M
portfolio value
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC quarter portfolio value change:
-10.48%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +11.93% | 5.22K shares | 5K | 49.00K | |
| Q2 2022 | share | Increase | +10.73% | 4.24K shares | -155K | 43.78K | |
| Q1 2022 | share | Increase | +5.84% | 2.18K shares | 18K | 39.54K | |
| Q4 2021 | share | Increase | +16.33% | 5.24K shares | 361K | 37.35K | |
| Q3 2021 | share | Increase | +8.04% | 2.39K shares | 132K | 32.11K | |
| Q2 2021 | share | Increase | +36.43% | 7.93K shares | 557K | 29.72K | |
| Q1 2021 | share | Increase | 0.00% | 21.78K shares | 1.31M | 21.78K |