CWM
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Cedar Wealth Management’s Equifax EFX Stock Holding History

Cedar Wealth Management’s Portfolio EFX Stock Details EFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-194
Closed -$48K – 347
2023
Q4 		$48K Buy
194
+14
+8% +$2.84K 0.02% 162
2023
Q3 		$33K Hold
180
– – 0.01% 176
2023
Q2 		$42.4K Buy
180
+14
+8% +$2.95K 0.02% 166
2023
Q1 		$33.7K Buy
166
+20
+14% +$4.16K 0.01% 179
2022
Q4 		$28.4K Hold
146
– – 0.01% 180
2022
Q3 		$25K Hold
146
– – 0.01% 204
2022
Q2 		$27K Buy
146
+20
+16% +$4K 0.01% 204
2022
Q1 		$30K Buy
126
+10
+9% +$2.36K 0.01% 217
2021
Q4 		$34K Buy
116
+40
+53% +$11.1K 0.01% 206
2021
Q3 		$19K Buy
+76
New +$19.8K 0.01% 203

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