Schwarz Dygos Wheeler Investment Advisors’s Sezzle SEZL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$825K Buy
+4,600
New +$825K 0.19% 88
2025
Q1
Sell
-5,400
Closed -$230K 160
2024
Q4
$230K Sell
5,400
-18,600
-78% -$793K 0.06% 147
2024
Q3
$682K Buy
+24,000
New +$682K 0.17% 91