CWM
Cedar Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,766
| Closed | -$218K | – | 376 |
|
|
2021
Q4 | $218K | Hold |
2,766
| – | – | 0.09% | 118 |
|
|
2021
Q3 | $216K | Hold |
2,766
| – | – | 0.1% | 103 |
|
|
2021
Q2 | $218K | Hold |
2,766
| – | – | 0.1% | 104 |
|
|
2021
Q1 | $210K | Hold |
2,766
| – | – | 0.1% | 98 |
|
|
2020
Q4 | $202K | Buy |
2,766
+27
| +1% | +$1.97K | 0.11% | 90 |
|
|
2020
Q3 | $174K | Hold |
2,739
| – | – | 0.11% | 90 |
|
|
2020
Q2 | $167K | Buy |
2,739
+37
| +1% | +$2.26K | 0.11% | 86 |
|
|
2020
Q1 | $144K | Buy |
+2,702
| New | +$144K | 0.1% | 93 |
|