Schwarz Dygos Wheeler Investment Advisors’s Thomson Reuters TRI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$235K	Sell
2024 Q4	$221K	Buy
2024 Q3	$233K	Buy
2024 Q1	–	Sell
2023 Q4	$202K	Buy