CWM
Cedar Wealth Management’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-67
| Closed | -$2K | – | 218 |
|
|
2020
Q2 | $2K | Sell |
67
-20,454
| -100% | -$611K | ﹤0.01% | 209 |
|
|
2020
Q1 | $482K | Buy |
20,521
+1,688
| +9% | +$39.6K | 0.33% | 38 |
|
|
2019
Q4 | $626K | Buy |
18,833
+8,359
| +80% | +$278K | 0.37% | 29 |
|
|
2019
Q3 | $322K | Buy |
10,474
+3,777
| +56% | +$116K | 0.22% | 49 |
|
|
2019
Q2 | $209K | Buy |
6,697
+2,373
| +55% | +$74.1K | 0.14% | 59 |
|
|
2019
Q1 | $134K | Buy |
4,324
+4,141
| +2,263% | +$128K | 0.08% | 77 |
|
|
2018
Q4 | $5K | Buy |
183
+152
| +490% | +$4.15K | ﹤0.01% | 138 |
|
|
2018
Q3 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 164 |
|