SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC – Franklin Resources, Inc. Transaction History
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC portfolio value:
$222,000
portfolio value
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC quarter portfolio value change:
-7.68%
quarter
Franklin Resources, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -18K | $21.52 | 10.29K | |
| Q2 2022 | share | 0.00% | 0 shares | -47K | $23.31 | 10.29K | |
| Q1 2022 | share | 0.00% | 0 shares | -58K | $27.92 | 10.29K | |
| Q4 2021 | share | 0.00% | 0 shares | 39K | $33.44 | 10.29K | |
| Q3 2021 | share | Decrease | -20.01% | -2.57K shares | -106K | $29.72 | 10.29K |
| Q2 2021 | share | 0.00% | 0 shares | 31K | $31.7 | 12.87K | |
| Q1 2021 | share | 0.00% | 0 shares | 59K | $29.08 | 12.87K | |
| Q4 2020 | share | Increase | 0.00% | 12.87K shares | 322K | $24.31 | 12.87K |