CWM
Cedar Wealth Management’s HP HPQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-4,830
| Closed | -$84K | – | 222 |
|
|
2020
Q2 | $84K | Hold |
4,830
| – | – | 0.06% | 109 |
|
|
2020
Q1 | $84K | Sell |
4,830
-3,700
| -43% | -$64.3K | 0.06% | 106 |
|
|
2019
Q4 | $175K | Sell |
8,530
-1,155
| -12% | -$23.7K | 0.1% | 68 |
|
|
2019
Q3 | $183K | Sell |
9,685
-945
| -9% | -$17.9K | 0.12% | 70 |
|
|
2019
Q2 | $221K | Hold |
10,630
| – | – | 0.14% | 53 |
|
|
2019
Q1 | $207K | Sell |
10,630
-1,135
| -10% | -$22.1K | 0.13% | 52 |
|
|
2018
Q4 | $241K | Sell |
11,765
-2,380
| -17% | -$48.8K | 0.17% | 47 |
|
|
2018
Q3 | $365K | Sell |
14,145
-300
| -2% | -$7.74K | 0.19% | 38 |
|
|
2018
Q2 | $328K | Hold |
14,445
| – | – | 0.18% | 33 |
|
|
2018
Q1 | $317K | Buy |
14,445
+1,050
| +8% | +$23K | 0.2% | 32 |
|
|
2017
Q4 | $281K | Buy |
13,395
+290
| +2% | +$6.08K | 0.17% | 34 |
|
|
2017
Q3 | $262K | Buy |
13,105
+1,390
| +12% | +$27.8K | 0.16% | 38 |
|
|
2017
Q2 | $205K | Buy |
11,715
+1,879
| +19% | +$32.9K | 0.13% | 49 |
|
|
2017
Q1 | $176K | Buy |
9,836
+160
| +2% | +$2.86K | 0.11% | 57 |
|
|
2016
Q4 | $144K | Buy |
9,676
+1,245
| +15% | +$18.5K | 0.1% | 63 |
|
|
2016
Q3 | $131K | Buy |
8,431
+220
| +3% | +$3.42K | 0.09% | 48 |
|
|
2016
Q2 | $103K | Buy |
8,211
+1,251
| +18% | +$15.7K | 0.07% | 66 |
|
|
2016
Q1 | $86K | Buy |
+6,960
| New | +$86K | 0.06% | 52 |
|