SDWMA
Schneider Downs Wealth Management Advisors’s Cheniere Energy LNG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,591
| Closed | -$368K | – | 151 |
|
|
2025
Q1 | $368K | Hold |
1,591
| – | – | 0.07% | 102 |
|
|
2024
Q4 | $342K | Hold |
1,591
| – | – | 0.06% | 104 |
|
|
2024
Q3 | $286K | Hold |
1,591
| – | – | 0.06% | 115 |
|
|
2024
Q2 | $278K | Sell |
1,591
-25
| -2% | -$4.37K | 0.06% | 107 |
|
|
2024
Q1 | $261K | Hold |
1,616
| – | – | 0.06% | 112 |
|
|
2023
Q4 | $276K | Hold |
1,616
| – | – | 0.07% | 92 |
|
|
2023
Q3 | $268K | Hold |
1,616
| – | – | 0.06% | 88 |
|
|
2023
Q2 | $246K | Hold |
1,616
| – | – | 0.06% | 99 |
|
|
2023
Q1 | $255K | Buy |
1,616
+25
| +2% | +$3.94K | 0.05% | 99 |
|
|
2022
Q4 | $239K | Buy |
+1,591
| New | +$239K | 0.05% | 100 |
|