Cary Street Partners Investment Advisory’s Schneider National SNDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-460
| Closed | -$12.7K | – | 1642 |
|
|
2023
Q3 | $12.7K | Hold |
460
| – | – | ﹤0.01% | 1231 |
|
|
2023
Q2 | $13.2K | Hold |
460
| – | – | ﹤0.01% | 1168 |
|
|
2023
Q1 | $12.3K | Buy |
460
+35
| +8% | +$936 | ﹤0.01% | 1096 |
|
|
2022
Q4 | $9.95K | Buy |
+425
| New | +$9.95K | ﹤0.01% | 1154 |
|
|
2020
Q4 | – | Sell |
-750
| Closed | -$19K | – | 783 |
|
|
2020
Q3 | $19K | Buy |
+750
| New | +$19K | ﹤0.01% | 666 |
|