CWM
Cedar Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,200
| Closed | -$59.8K | – | 295 |
|
|
2023
Q3 | $59.8K | Hold |
1,200
| – | – | 0.02% | 147 |
|
|
2023
Q2 | $62K | Hold |
1,200
| – | – | 0.02% | 148 |
|
|
2023
Q1 | $57.4K | Hold |
1,200
| – | – | 0.02% | 144 |
|
|
2022
Q4 | $53.8K | Hold |
1,200
| – | – | 0.03% | 140 |
|
|
2022
Q3 | $50K | Hold |
1,200
| – | – | 0.02% | 161 |
|
|
2022
Q2 | $53K | Hold |
1,200
| – | – | 0.02% | 166 |
|
|
2022
Q1 | $64K | Buy |
1,200
+600
| +100% | +$32K | 0.03% | 171 |
|
|
2021
Q4 | $68K | Hold |
600
| – | – | 0.03% | 168 |
|
|
2021
Q3 | $62K | Hold |
600
| – | – | 0.03% | 150 |
|
|
2021
Q2 | $63K | Hold |
600
| – | – | 0.03% | 158 |
|
|
2021
Q1 | $58K | Hold |
600
| – | – | 0.03% | 149 |
|
|
2020
Q4 | $55K | Hold |
600
| – | – | 0.03% | 132 |
|
|
2020
Q3 | $48K | Hold |
600
| – | – | 0.03% | 135 |
|
|
2020
Q2 | $44K | Hold |
600
| – | – | 0.03% | 130 |
|
|
2020
Q1 | $36K | Buy |
+600
| New | +$36K | 0.02% | 136 |
|