CWM
Cedar Wealth Management’s iShares MSCI Europe Small-Cap ETF IEUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,763
| Closed | -$268K | – | 350 |
|
|
2023
Q4 | $268K | Hold |
4,763
| – | – | 0.1% | 90 |
|
|
2023
Q3 | $236K | Hold |
4,763
| – | – | 0.09% | 96 |
|
|
2023
Q2 | $251K | Hold |
4,763
| – | – | 0.1% | 92 |
|
|
2023
Q1 | $254K | Buy |
+4,763
| New | +$254K | 0.1% | 86 |
|
|
2022
Q4 | – | Sell |
-4,763
| Closed | -$195K | – | 321 |
|
|
2022
Q3 | $195K | Hold |
4,763
| – | – | 0.1% | 104 |
|
|
2022
Q2 | $231K | Hold |
4,763
| – | – | 0.11% | 100 |
|
|
2022
Q1 | $291K | Buy |
4,763
+407
| +9% | +$24.9K | 0.12% | 101 |
|
|
2021
Q4 | $303K | Hold |
4,356
| – | – | 0.12% | 104 |
|
|
2021
Q3 | $301K | Hold |
4,356
| – | – | 0.13% | 91 |
|
|
2021
Q2 | $302K | Buy |
4,356
+332
| +8% | +$23K | 0.14% | 89 |
|
|
2021
Q1 | $265K | Hold |
4,024
| – | – | 0.13% | 91 |
|
|
2020
Q4 | $250K | Buy |
4,024
+24
| +0.6% | +$1.49K | 0.13% | 87 |
|
|
2020
Q3 | $206K | Buy |
4,000
+2,000
| +100% | +$103K | 0.13% | 88 |
|
|
2020
Q2 | $94K | Buy |
+2,000
| New | +$94K | 0.06% | 104 |
|