CWM
Cedar Wealth Management’s Equifax EFX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-194
| Closed | -$48K | – | 347 |
|
|
2023
Q4 | $48K | Buy |
194
+14
| +8% | +$3.46K | 0.02% | 162 |
|
|
2023
Q3 | $33K | Hold |
180
| – | – | 0.01% | 176 |
|
|
2023
Q2 | $42.4K | Buy |
180
+14
| +8% | +$3.29K | 0.02% | 166 |
|
|
2023
Q1 | $33.7K | Buy |
166
+20
| +14% | +$4.06K | 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% | +$3.7K | 0.01% | 204 |
|
|
2022
Q1 | $30K | Buy |
126
+10
| +9% | +$2.38K | 0.01% | 217 |
|
|
2021
Q4 | $34K | Buy |
116
+40
| +53% | +$11.7K | 0.01% | 206 |
|
|
2021
Q3 | $19K | Buy |
+76
| New | +$19K | 0.01% | 203 |
|