SDWMA

Schneider Downs Wealth Management Advisors’s Matthews International MATW Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-46,702	Closed	-$1.99M	–	111
2023 Q2	$1.99M	Buy	46,702 +4,307	+10%	+$184K	0.45%	33
2023 Q1	$1.53M	Hold	42,395	–	–	0.31%	38
2022 Q4	$1.29M	Hold	42,395	–	–	0.28%	39
2022 Q3	$950K	Hold	42,395	–	–	0.28%	38
2022 Q2	$1.22M	Buy	42,395 +8,627	+26%	+$247K	0.34%	32
2022 Q1	$1.09M	Hold	33,768	–	–	0.28%	40
2021 Q4	$1.24M	Hold	33,768	–	–	0.3%	39
2021 Q3	$1.17M	Hold	33,768	–	–	0.3%	35
2021 Q2	$1.21M	Buy	33,768 +3,291	+11%	+$118K	0.31%	33
2021 Q1	$1.21M	Buy	+30,477	New	+$1.21M	0.29%	32
2016 Q4	–	Sell	-4,000	Closed	-$243K	–	31
2016 Q3	$243K	Hold	4,000	–	–	0.16%	28
2016 Q2	$223K	Hold	4,000	–	–	0.15%	26
2016 Q1	$206K	Hold	4,000	–	–	0.14%	24
2015 Q4	$214K	Buy	+4,000	New	+$214K	0.25%	26