Schwarz Dygos Wheeler Investment Advisors’s iShares S&P 100 ETF OEF Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’s Portfolio OEF Stock Details OEF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell
2020 Q1	$229K	Hold
2019 Q4	$278K	Hold
2019 Q3	$254K	Hold
2019 Q2	$250K	Hold
2019 Q1	$242K	Buy