CWM
Cedar Wealth Management’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-75
| Closed | -$2K | – | 219 |
|
|
2020
Q2 | $2K | Sell |
75
-20,849
| -100% | -$556K | ﹤0.01% | 210 |
|
|
2020
Q1 | $430K | Buy |
20,924
+120
| +0.6% | +$2.47K | 0.29% | 47 |
|
|
2019
Q4 | $621K | Buy |
20,804
+9,473
| +84% | +$283K | 0.37% | 31 |
|
|
2019
Q3 | $310K | Buy |
11,331
+4,215
| +59% | +$115K | 0.21% | 53 |
|
|
2019
Q2 | $205K | Buy |
7,116
+2,265
| +47% | +$65.3K | 0.13% | 62 |
|
|
2019
Q1 | $135K | Buy |
4,851
+4,643
| +2,232% | +$129K | 0.08% | 75 |
|
|
2018
Q4 | $5K | Buy |
208
+170
| +447% | +$4.09K | ﹤0.01% | 139 |
|
|
2018
Q3 | $1K | Buy |
+38
| New | +$1K | ﹤0.01% | 165 |
|