CWM
Cedar Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-900
| Closed | -$29K | – | 312 |
|
|
2022
Q4 | $29K | Hold |
900
| – | – | 0.01% | 178 |
|
|
2022
Q3 | $25K | Hold |
900
| – | – | 0.01% | 208 |
|
|
2022
Q2 | $28K | Sell |
900
-6,259
| -87% | -$195K | 0.01% | 202 |
|
|
2022
Q1 | $263K | Sell |
7,159
-6,647
| -48% | -$244K | 0.11% | 107 |
|
|
2021
Q4 | $537K | Sell |
13,806
-1,323
| -9% | -$51.5K | 0.22% | 79 |
|
|
2021
Q3 | $585K | Sell |
15,129
-82
| -0.5% | -$3.17K | 0.26% | 67 |
|
|
2021
Q2 | $600K | Sell |
15,211
-2,700
| -15% | -$107K | 0.27% | 64 |
|
|
2021
Q1 | $674K | Sell |
17,911
-600
| -3% | -$22.6K | 0.34% | 54 |
|
|
2020
Q4 | $667K | Buy |
18,511
+378
| +2% | +$13.6K | 0.36% | 48 |
|
|
2020
Q3 | $569K | Sell |
18,133
-631
| -3% | -$19.8K | 0.35% | 44 |
|
|
2020
Q2 | $558K | Sell |
18,764
-1,075
| -5% | -$32K | 0.38% | 44 |
|
|
2020
Q1 | $513K | Buy |
19,839
+1,369
| +7% | +$35.4K | 0.35% | 33 |
|
|
2019
Q4 | $621K | Buy |
18,470
+8,362
| +83% | +$281K | 0.37% | 32 |
|
|
2019
Q3 | $322K | Buy |
10,108
+3,608
| +56% | +$115K | 0.22% | 50 |
|
|
2019
Q2 | $209K | Buy |
6,500
+1,987
| +44% | +$63.9K | 0.14% | 60 |
|
|
2019
Q1 | $141K | Buy |
4,513
+3,783
| +518% | +$118K | 0.09% | 69 |
|
|
2018
Q4 | $21K | Buy |
730
+153
| +27% | +$4.4K | 0.02% | 118 |
|
|
2018
Q3 | $19K | Buy |
+577
| New | +$19K | 0.01% | 110 |
|