SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC – Transaction History
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC portfolio value:
885,000
portfolio value
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC quarter portfolio value change:
-11.89%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -7.12% | -3.58K shares | -196K | 46.84K | |
| Q2 2022 | share | Decrease | -0.70% | -358 shares | -186K | 50.43K | |
| Q1 2022 | share | Increase | +15.05% | 6.64K shares | 114K | 50.79K | |
| Q4 2021 | share | Increase | +4.55% | 1.92K shares | 60K | 44.14K | |
| Q3 2021 | share | Increase | 0.00% | 42.22K shares | 1.09M | 42.22K |