CWM
Cedar Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-24
| Closed | -$2K | – | 272 |
|
|
2021
Q2 | $2K | Sell |
24
-24
| -50% | -$2K | ﹤0.01% | 260 |
|
|
2021
Q1 | $3K | Hold |
48
| – | – | ﹤0.01% | 227 |
|
|
2020
Q4 | $3K | Sell |
48
-3,130
| -98% | -$196K | ﹤0.01% | 218 |
|
|
2020
Q3 | $168K | Hold |
3,178
| – | – | 0.1% | 93 |
|
|
2020
Q2 | $151K | Sell |
3,178
-2,880
| -48% | -$137K | 0.1% | 93 |
|
|
2020
Q1 | $245K | Buy |
6,058
+2,909
| +92% | +$118K | 0.17% | 70 |
|
|
2019
Q4 | $169K | Buy |
3,149
+61
| +2% | +$3.27K | 0.1% | 69 |
|
|
2019
Q3 | $151K | Buy |
3,088
+8
| +0.3% | +$391 | 0.1% | 72 |
|
|
2019
Q2 | $158K | Buy |
3,080
+30
| +1% | +$1.54K | 0.1% | 73 |
|
|
2019
Q1 | $158K | Buy |
3,050
+50
| +2% | +$2.59K | 0.1% | 63 |
|
|
2018
Q4 | $141K | Hold |
3,000
| – | – | 0.1% | 65 |
|
|
2018
Q3 | $155K | Hold |
3,000
| – | – | 0.08% | 67 |
|
|
2018
Q2 | $158K | Hold |
3,000
| – | – | 0.09% | 58 |
|
|
2018
Q1 | $175K | Buy |
+3,000
| New | +$175K | 0.11% | 58 |
|