CWM
Cedar Wealth Management’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2
| Closed | -$141 | – | 209 |
|
|
2024
Q3 | $141 | Buy |
+2
| New | +$141 | ﹤0.01% | 264 |
|
|
2023
Q4 | – | Sell |
-15
| Closed | -$826 | – | 286 |
|
|
2023
Q3 | $826 | Buy |
+15
| New | +$826 | ﹤0.01% | 281 |
|
|
2022
Q4 | – | Sell |
-1,813
| Closed | -$85K | – | 316 |
|
|
2022
Q3 | $85K | Buy |
1,813
+1,083
| +148% | +$50.8K | 0.04% | 132 |
|
|
2022
Q2 | $37K | Sell |
730
-377
| -34% | -$19.1K | 0.02% | 182 |
|
|
2022
Q1 | $64K | Sell |
1,107
-347
| -24% | -$20.1K | 0.03% | 168 |
|
|
2021
Q4 | $84K | Hold |
1,454
| – | – | 0.03% | 153 |
|
|
2021
Q3 | $78K | Hold |
1,454
| – | – | 0.03% | 140 |
|
|
2021
Q2 | $79K | Sell |
1,454
-902
| -38% | -$49K | 0.04% | 148 |
|
|
2021
Q1 | $121K | Hold |
2,356
| – | – | 0.06% | 116 |
|
|
2020
Q4 | $106K | Hold |
2,356
| – | – | 0.06% | 108 |
|
|
2020
Q3 | $90K | Hold |
2,356
| – | – | 0.06% | 109 |
|
|
2020
Q2 | $85K | Sell |
2,356
-6,975
| -75% | -$252K | 0.06% | 108 |
|
|
2020
Q1 | $286K | Buy |
+9,331
| New | +$286K | 0.19% | 63 |
|