Trek Financial’s Schneider National SNDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-16,844
| Closed | -$429K | – | 436 |
|
|
2023
Q4 | $429K | Buy |
16,844
+1,187
| +8% | +$30.2K | 0.04% | 206 |
|
|
2023
Q3 | $434K | Buy |
+15,657
| New | +$434K | 0.04% | 191 |
|
|
2023
Q2 | – | Sell |
-19,064
| Closed | -$510K | – | 307 |
|
|
2023
Q1 | $510K | Buy |
+19,064
| New | +$510K | 0.05% | 161 |
|