CWM
Cedar Wealth Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-15,485
| Closed | -$844K | – | 378 |
|
|
2021
Q4 | $844K | Buy |
15,485
+1,028
| +7% | +$56K | 0.34% | 57 |
|
|
2021
Q3 | $795K | Sell |
14,457
-61
| -0.4% | -$3.35K | 0.35% | 54 |
|
|
2021
Q2 | $800K | Buy |
14,518
+3,747
| +35% | +$206K | 0.36% | 54 |
|
|
2021
Q1 | $591K | Buy |
10,771
+1,250
| +13% | +$68.6K | 0.29% | 61 |
|
|
2020
Q4 | $535K | Buy |
9,521
+439
| +5% | +$24.7K | 0.29% | 56 |
|
|
2020
Q3 | $506K | Sell |
9,082
-263
| -3% | -$14.7K | 0.31% | 53 |
|
|
2020
Q2 | $520K | Sell |
9,345
-356
| -4% | -$19.8K | 0.35% | 46 |
|
|
2020
Q1 | $531K | Sell |
9,701
-350
| -3% | -$19.2K | 0.36% | 31 |
|
|
2019
Q4 | $551K | Buy |
10,051
+3,467
| +53% | +$190K | 0.33% | 39 |
|
|
2019
Q3 | $367K | Buy |
6,584
+2,528
| +62% | +$141K | 0.25% | 42 |
|
|
2019
Q2 | $221K | Buy |
4,056
+1,151
| +40% | +$62.7K | 0.14% | 54 |
|
|
2019
Q1 | $155K | Buy |
2,905
+2,820
| +3,318% | +$150K | 0.1% | 68 |
|
|
2018
Q4 | $4K | Buy |
85
+72
| +554% | +$3.39K | ﹤0.01% | 147 |
|
|
2018
Q3 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 168 |
|