SDWMA
Schneider Downs Wealth Management Advisors’s WesBanco WSBC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-22,693
| Closed | -$1.01M | – | 71 |
|
|
2018
Q3 | $1.01M | Buy |
+22,693
| New | +$1.01M | 0.64% | 16 |
|
|
2018
Q2 | – | Sell |
-22,397
| Closed | -$947K | – | 59 |
|
|
2018
Q1 | $947K | Buy |
+22,397
| New | +$947K | 0.53% | 17 |
|
|
2017
Q2 | – | Sell |
-21,816
| Closed | -$831K | – | 49 |
|
|
2017
Q1 | $831K | Buy |
21,816
+120
| +0.6% | +$4.57K | 0.57% | 14 |
|
|
2016
Q4 | $934K | Buy |
21,696
+159
| +0.7% | +$6.85K | 0.64% | 13 |
|
|
2016
Q3 | $708K | Buy |
21,537
+171
| +0.8% | +$5.62K | 0.46% | 14 |
|
|
2016
Q2 | $663K | Buy |
21,366
+177
| +0.8% | +$5.49K | 0.45% | 13 |
|
|
2016
Q1 | $630K | Buy |
+21,189
| New | +$630K | 0.44% | 14 |
|