Diversified Trust’s Schneider National SNDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-11,682
| Closed | -$312K | – | 896 |
|
|
2023
Q1 | $312K | Buy |
+11,682
| New | +$312K | 0.01% | 605 |
|
|
2022
Q4 | – | Sell |
-14,502
| Closed | -$294K | – | 851 |
|
|
2022
Q3 | $294K | Buy |
+14,502
| New | +$294K | 0.01% | 551 |
|
|
2022
Q1 | – | Sell |
-20,185
| Closed | -$543K | – | 881 |
|
|
2021
Q4 | $543K | Buy |
20,185
+6,671
| +49% | +$179K | 0.02% | 434 |
|
|
2021
Q3 | $307K | Buy |
13,514
+419
| +3% | +$9.52K | 0.01% | 588 |
|
|
2021
Q2 | $285K | Buy |
13,095
+3,284
| +33% | +$71.5K | 0.01% | 564 |
|
|
2021
Q1 | $245K | Buy |
+9,811
| New | +$245K | 0.01% | 624 |
|