SDWMA
Schneider Downs Wealth Management Advisors’s Remitly RELY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Sell |
62,848
-4,490
| -7% | -$84.3K | 0.18% | 59 |
|
|
2025
Q1 | $1.4M | Sell |
67,338
-6,590
| -9% | -$137K | 0.25% | 49 |
|
|
2024
Q4 | $1.67M | Hold |
73,928
| – | – | 0.31% | 42 |
|
|
2024
Q3 | $990K | Hold |
73,928
| – | – | 0.2% | 52 |
|
|
2024
Q2 | $896K | Sell |
73,928
-800
| -1% | -$9.7K | 0.2% | 55 |
|
|
2024
Q1 | $1.55M | Sell |
74,728
-5,560
| -7% | -$115K | 0.36% | 39 |
|
|
2023
Q4 | $1.56M | Sell |
80,288
-35,379
| -31% | -$687K | 0.41% | 38 |
|
|
2023
Q3 | $2.92M | Sell |
115,667
-31,070
| -21% | -$784K | 0.68% | 23 |
|
|
2023
Q2 | $2.76M | Sell |
146,737
-4,424
| -3% | -$83.3K | 0.63% | 25 |
|
|
2023
Q1 | $2.56M | Sell |
151,161
-21,339
| -12% | -$362K | 0.53% | 27 |
|
|
2022
Q4 | $1.98M | Buy |
+172,500
| New | +$1.98M | 0.43% | 33 |
|