CWM
Cedar Wealth Management’s Cheniere Energy CQP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-180
| Closed | -$8K | – | 156 |
|
|
2019
Q2 | $8K | Hold |
180
| – | – | 0.01% | 151 |
|
|
2019
Q1 | $8K | Sell |
180
-230
| -56% | -$10.2K | 0.01% | 147 |
|
|
2018
Q4 | $15K | Hold |
410
| – | – | 0.01% | 124 |
|
|
2018
Q3 | $16K | Sell |
410
-100
| -20% | -$3.9K | 0.01% | 117 |
|
|
2018
Q2 | $18K | Buy |
510
+100
| +24% | +$3.53K | 0.01% | 103 |
|
|
2018
Q1 | $12K | Hold |
410
| – | – | 0.01% | 103 |
|
|
2017
Q4 | $12K | Buy |
+410
| New | +$12K | 0.01% | 104 |
|