CWM
Cedar Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51K | Hold |
187
| – | – | 0.02% | 117 |
|
|
2025
Q1 | $50.2K | Hold |
187
| – | – | 0.02% | 114 |
|
|
2024
Q4 | $62.5K | Sell |
187
-1,529
| -89% | -$511K | 0.02% | 97 |
|
|
2024
Q3 | $470K | Hold |
1,716
| – | – | 0.15% | 71 |
|
|
2024
Q2 | $441K | Sell |
1,716
-24
| -1% | -$6.17K | 0.14% | 78 |
|
|
2024
Q1 | $524K | Buy |
1,740
+18
| +1% | +$5.42K | 0.17% | 67 |
|
|
2023
Q4 | $453K | Buy |
1,722
+10
| +0.6% | +$2.63K | 0.17% | 69 |
|
|
2023
Q3 | $347K | Hold |
1,712
| – | – | 0.14% | 76 |
|
|
2023
Q2 | $362K | Buy |
1,712
+21
| +1% | +$4.44K | 0.14% | 74 |
|
|
2023
Q1 | $338K | Buy |
1,691
+217
| +15% | +$43.4K | 0.14% | 72 |
|
|
2022
Q4 | $195K | Hold |
1,474
| – | – | 0.1% | 93 |
|
|
2022
Q3 | $212K | Buy |
1,474
+10
| +0.7% | +$1.44K | 0.11% | 98 |
|
|
2022
Q2 | $242K | Buy |
1,464
+68
| +5% | +$11.2K | 0.11% | 98 |
|
|
2022
Q1 | $296K | Buy |
1,396
+17
| +1% | +$3.61K | 0.12% | 99 |
|
|
2021
Q4 | $350K | Buy |
1,379
+395
| +40% | +$100K | 0.14% | 98 |
|
|
2021
Q3 | $267K | Buy |
984
+17
| +2% | +$4.61K | 0.12% | 97 |
|
|
2021
Q2 | $236K | Buy |
967
+475
| +97% | +$116K | 0.11% | 100 |
|
|
2021
Q1 | $104K | Buy |
492
+472
| +2,360% | +$99.8K | 0.05% | 122 |
|
|
2020
Q4 | $4K | Buy |
+20
| New | +$4K | ﹤0.01% | 215 |
|
|
2018
Q3 | – | Sell |
-111
| Closed | -$15K | – | 188 |
|
|
2018
Q2 | $15K | Buy |
+111
| New | +$15K | 0.01% | 113 |
|