SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC – Transaction History
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC portfolio value:
3.82M
portfolio value
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC quarter portfolio value change:
-2.12%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.37% | -707 shares | -97K | 188.40K | |
| Q2 2022 | share | Increase | +4.68% | 8.45K shares | -979K | 189.11K | |
| Q1 2022 | share | Increase | +5.62% | 9.60K shares | -253K | 180.65K | |
| Q4 2021 | share | Increase | +1.35% | 2.28K shares | 182K | 171.05K | |
| Q3 2021 | share | Decrease | -0.88% | -1.50K shares | -175K | 168.76K | |
| Q2 2021 | share | Increase | +4.51% | 7.35K shares | 586K | 170.27K | |
| Q1 2021 | share | Increase | 0.00% | 162.91K shares | 4.56M | 162.91K |