Cedar Wealth Management’s iShares S&P 100 ETF OEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Hold |
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|
2025
Q1 | $1.3M | Hold |
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|
2024
Q4 | $1.38M | Hold |
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|
2024
Q3 | $1.32M | Hold |
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|
2024
Q2 | $1.26M | Hold |
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|
2024
Q1 | $1.18M | Hold |
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|
2023
Q4 | $1.07M | Hold |
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|
2023
Q3 | $960K | Hold |
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|
2023
Q2 | $990K | Buy |
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|
2023
Q1 | $893K | Buy |
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|
2022
Q4 | $813K | Sell |
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|
2022
Q3 | $948K | Hold |
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|
2022
Q2 | $1.01M | Buy |
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|
2022
Q1 | $1.21M | Buy |
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|
2021
Q4 | $1.27M | Hold |
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|
2021
Q3 | $1.15M | Hold |
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|
2021
Q2 | $1.14M | Buy |
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|
2021
Q1 | $1.04M | Hold |
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|
2020
Q4 | $995K | Buy |
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|
2020
Q3 | $901K | Buy |
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|
2020
Q2 | $823K | Sell |
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|
2020
Q1 | $703K | Buy |
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