SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC – Transaction History
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC portfolio value:
135,000
portfolio value
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC quarter portfolio value change:
-1.77%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -3K | 10.61K | ||
| Q2 2022 | share | 0.00% | 0 shares | -52K | 10.61K | ||
| Q1 2022 | share | Decrease | -21.45% | -2.9K shares | -90K | 10.61K | |
| Q4 2021 | share | Decrease | -11.24% | -1.71K shares | -37K | 13.51K | |
| Q3 2021 | share | Increase | +6.01% | 864 shares | 12K | 15.22K | |
| Q2 2021 | share | Increase | 0.00% | 14.36K shares | 305K | 14.36K |