CWM
Cedar Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-243
| Closed | -$17K | – | 357 |
|
|
2022
Q1 | $17K | Hold |
243
| – | – | 0.01% | 261 |
|
|
2021
Q4 | $18K | Hold |
243
| – | – | 0.01% | 257 |
|
|
2021
Q3 | $18K | Hold |
243
| – | – | 0.01% | 207 |
|
|
2021
Q2 | $18K | Hold |
243
| – | – | 0.01% | 212 |
|
|
2021
Q1 | $18K | Hold |
243
| – | – | 0.01% | 192 |
|
|
2020
Q4 | $17K | Hold |
243
| – | – | 0.01% | 180 |
|
|
2020
Q3 | $15K | Hold |
243
| – | – | 0.01% | 173 |
|
|
2020
Q2 | $14K | Buy |
243
+3
| +1% | +$173 | 0.01% | 172 |
|
|
2020
Q1 | $12K | Buy |
+240
| New | +$12K | 0.01% | 179 |
|