Nicolet Advisory Services’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 |
-8,939
| Closed | -$239K | – | 336 |
|
|
2023
Q3 | $239K | Sell |
8,939
-766
| -8% | -$20.5K | 0.03% | 265 |
|
|
2023
Q2 | $270K | Sell |
9,705
-174
| -2% | -$4.84K | 0.03% | 247 |
|
|
2023
Q1 | $255K | Buy |
9,879
+456
| +5% | +$11.8K | 0.03% | 231 |
|
|
2022
Q4 | $234K | Buy |
+9,423
| New | +$234K | 0.03% | 209 |
|
|
2022
Q1 | – | Sell |
-12,146
| Closed | -$327K | – | 214 |
|
|
2021
Q4 | $327K | Buy |
12,146
+1,397
| +13% | +$37.6K | 0.04% | 145 |
|
|
2021
Q3 | $244K | Buy |
10,749
+1
| +0% | +$23 | 0.03% | 174 |
|
|
2021
Q2 | $234K | Buy |
10,748
+1,102
| +11% | +$24K | 0.03% | 170 |
|
|
2021
Q1 | $241K | Sell |
9,646
-99
| -1% | -$2.47K | 0.03% | 153 |
|
|
2020
Q4 | $202K | Buy |
9,745
+79
| +0.8% | +$1.64K | 0.03% | 164 |
|
|
2020
Q3 | $239K | Sell |
9,666
-106
| -1% | -$2.62K | 0.04% | 142 |
|
|
2020
Q2 | $241K | Sell |
9,772
-440
| -4% | -$10.9K | 0.04% | 172 |
|
|
2020
Q1 | $198K | Sell |
10,212
-2,348
| -19% | -$45.5K | 0.03% | 187 |
|
|
2019
Q4 | $274K | Buy |
12,560
+493
| +4% | +$10.8K | 0.04% | 141 |
|
|
2019
Q3 | $262K | Buy |
12,067
+4
| +0% | +$87 | 0.04% | 139 |
|
|
2019
Q2 | $220K | Buy |
12,063
+828
| +7% | +$15.1K | 0.03% | 146 |
|
|
2019
Q1 | $236K | Buy |
+11,235
| New | +$236K | 0.04% | 132 |
|