CWM
Cedar Wealth Management’s RH RH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $458K | Buy |
2,422
+1,200
| +98% | +$227K | 0.16% | 47 |
|
|
2025
Q1 | $286K | Buy |
1,222
+250
| +26% | +$58.6K | 0.1% | 66 |
|
|
2024
Q4 | $383K | Sell |
972
-10
| -1% | -$3.94K | 0.14% | 53 |
|
|
2024
Q3 | $328K | Sell |
982
-150
| -13% | -$50.2K | 0.1% | 84 |
|
|
2024
Q2 | $277K | Buy |
1,132
+11
| +1% | +$2.69K | 0.09% | 93 |
|
|
2024
Q1 | $390K | Sell |
1,121
-749
| -40% | -$261K | 0.13% | 81 |
|
|
2023
Q4 | $545K | Buy |
1,870
+10
| +0.5% | +$2.92K | 0.2% | 63 |
|
|
2023
Q3 | $492K | Buy |
1,860
+222
| +14% | +$58.7K | 0.19% | 67 |
|
|
2023
Q2 | $540K | Hold |
1,638
| – | – | 0.21% | 60 |
|
|
2023
Q1 | $399K | Sell |
1,638
-409
| -20% | -$99.6K | 0.16% | 68 |
|
|
2022
Q4 | $547K | Hold |
2,047
| – | – | 0.27% | 52 |
|
|
2022
Q3 | $504K | Hold |
2,047
| – | – | 0.25% | 65 |
|
|
2022
Q2 | $434K | Buy |
2,047
+1,151
| +128% | +$244K | 0.2% | 73 |
|
|
2022
Q1 | $292K | Buy |
896
+152
| +20% | +$49.5K | 0.12% | 100 |
|
|
2021
Q4 | $399K | Buy |
+744
| New | +$399K | 0.16% | 90 |
|