CWM
Cedar Wealth Management’s Bank of New York Mellon BK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-75
| Closed | -$4K | – | 130 |
|
|
2017
Q3 | $4K | Hold |
75
| – | – | ﹤0.01% | 117 |
|
|
2017
Q2 | $4K | Hold |
75
| – | – | ﹤0.01% | 115 |
|
|
2017
Q1 | $4K | Hold |
75
| – | – | ﹤0.01% | 115 |
|
|
2016
Q4 | $4K | Hold |
75
| – | – | ﹤0.01% | 110 |
|
|
2016
Q3 | $3K | Hold |
75
| – | – | ﹤0.01% | 105 |
|
|
2016
Q2 | $3K | Buy |
+75
| New | +$3K | ﹤0.01% | 111 |
|