SDWMA
Schneider Downs Wealth Management Advisors’s Brookfield BN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.99M | Hold |
32,107
| – | – | 0.3% | 47 |
|
|
2025
Q1 | $1.68M | Hold |
32,107
| – | – | 0.3% | 42 |
|
|
2024
Q4 | $1.84M | Hold |
32,107
| – | – | 0.35% | 39 |
|
|
2024
Q3 | $1.71M | Hold |
32,107
| – | – | 0.35% | 41 |
|
|
2024
Q2 | $1.33M | Hold |
32,107
| – | – | 0.3% | 43 |
|
|
2024
Q1 | $1.34M | Hold |
32,107
| – | – | 0.31% | 43 |
|
|
2023
Q4 | $1.29M | Hold |
32,107
| – | – | 0.34% | 43 |
|
|
2023
Q3 | $1M | Hold |
32,107
| – | – | 0.23% | 42 |
|
|
2023
Q2 | $1.08M | Hold |
32,107
| – | – | 0.25% | 42 |
|
|
2023
Q1 | $1.05M | Hold |
32,107
| – | – | 0.21% | 43 |
|
|
2022
Q4 | $1.01M | Sell |
32,107
-193
| -0.6% | -$6.07K | 0.22% | 45 |
|
|
2022
Q3 | $1.32M | Hold |
32,300
| – | – | 0.39% | 30 |
|
|
2022
Q2 | $1.44M | Buy |
32,300
+34
| +0.1% | +$1.51K | 0.4% | 30 |
|
|
2022
Q1 | $1.83M | Sell |
32,266
-20
| -0.1% | -$1.13K | 0.47% | 31 |
|
|
2021
Q4 | $1.95M | Buy |
32,286
+25
| +0.1% | +$1.51K | 0.47% | 29 |
|
|
2021
Q3 | $1.73M | Buy |
32,261
+14
| +0% | +$749 | 0.45% | 29 |
|
|
2021
Q2 | $1.64M | Buy |
32,247
+140
| +0.4% | +$7.14K | 0.43% | 30 |
|
|
2021
Q1 | $1.43M | Hold |
32,107
| – | – | 0.35% | 30 |
|
|
2020
Q4 | $1.33M | Sell |
32,107
-3,562
| -10% | -$147K | 0.37% | 28 |
|
|
2020
Q3 | $1.18M | Hold |
35,669
| – | – | 0.4% | 28 |
|
|
2020
Q2 | $1.17M | Buy |
35,669
+11,889
| +50% | +$391K | 0.4% | 25 |
|
|
2020
Q1 | $1.05M | Hold |
23,780
| – | – | 0.39% | 28 |
|
|
2019
Q4 | $1.37M | Hold |
23,780
| – | – | 0.41% | 22 |
|
|
2019
Q3 | $1.26M | Hold |
23,780
| – | – | 0.39% | 21 |
|
|
2019
Q2 | $1.14M | Hold |
23,780
| – | – | 0.4% | 22 |
|
|
2019
Q1 | $1.11M | Buy |
23,780
+10,030
| +73% | +$468K | 0.42% | 20 |
|
|
2018
Q4 | $527K | Buy |
+13,750
| New | +$527K | 0.23% | 30 |
|