SDWIA
SBDS

Schwarz Dygos Wheeler Investment Advisors’s Solo Brands, Inc. SBDS Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’s Portfolio SBDS Stock Details SBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-12,000
Closed -$13.7K – 161
2024
Q4 		$13.7K Buy
+12,000
New +$13.7K ﹤0.01% 156