CWM
Cedar Wealth Management’s Bain Capital Specialty BCSF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,583
| Closed | -$18.9K | – | 300 |
|
|
2023
Q1 | $18.9K | Hold |
1,583
| – | – | 0.01% | 204 |
|
|
2022
Q4 | $18.8K | Sell |
1,583
-2,000
| -56% | -$23.8K | 0.01% | 198 |
|
|
2022
Q3 | $43K | Sell |
3,583
-1,400
| -28% | -$16.8K | 0.02% | 170 |
|
|
2022
Q2 | $68K | Hold |
4,983
| – | – | 0.03% | 153 |
|
|
2022
Q1 | $78K | Hold |
4,983
| – | – | 0.03% | 154 |
|
|
2021
Q4 | $76K | Buy |
+4,983
| New | +$76K | 0.03% | 158 |
|