SDWIA
RA

Schwarz Dygos Wheeler Investment Advisors’s Brookfield Real Assets Income Fund RA Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’s Portfolio RA Stock Details RA Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
2021
Q4 		$1.2M Buy
2021
Q3 		$1.07M Buy
2021
Q2 		$1.08M Buy
2021
Q1 		$933K Buy
2020
Q4 		$669K Buy