SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC – Transaction History
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC portfolio value:
2.35M
portfolio value
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC quarter portfolio value change:
-9.97%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.33% | 1.12K shares | -202K | 49.54K | |
| Q2 2022 | share | Increase | +24.81% | 9.62K shares | 127K | 48.42K | |
| Q1 2022 | share | Increase | +30.79% | 9.13K shares | 513K | 38.79K | |
| Q4 2021 | share | Increase | +14.16% | 3.67K shares | 236K | 29.66K | |
| Q3 2021 | share | Increase | +12.70% | 2.92K shares | 187K | 25.98K | |
| Q2 2021 | share | Increase | +56.57% | 8.33K shares | 576K | 23.05K | |
| Q1 2021 | share | Increase | 0.00% | 14.72K shares | 916K | 14.72K |