SDWMA
Schneider Downs Wealth Management Advisors’s American International AIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,400
| Closed | -$226K | – | 91 |
|
|
2019
Q4 | $226K | Hold |
4,400
| – | – | 0.07% | 63 |
|
|
2019
Q3 | $245K | Hold |
4,400
| – | – | 0.08% | 56 |
|
|
2019
Q2 | $234K | Buy |
+4,400
| New | +$234K | 0.08% | 60 |
|
|
2019
Q1 | – | Sell |
-5,550
| Closed | -$219K | – | 68 |
|
|
2018
Q4 | $219K | Buy |
+5,550
| New | +$219K | 0.09% | 56 |
|