CWM
Cedar Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-440
| Closed | -$11K | – | 367 |
|
|
2022
Q1 | $11K | Buy |
440
+220
| +100% | – | ﹤0.01% | 287 |
|
|
2021
Q4 | $12K | Hold |
220
| – | – | ﹤0.01% | 279 |
|
|
2021
Q3 | $10K | Hold |
220
| – | – | ﹤0.01% | 230 |
|
|
2021
Q2 | $10K | Hold |
220
| – | – | ﹤0.01% | 233 |
|
|
2021
Q1 | $9K | Hold |
220
| – | – | ﹤0.01% | 210 |
|
|
2020
Q4 | $8K | Buy |
220
+50
| +29% | +$1.82K | ﹤0.01% | 202 |
|
|
2020
Q3 | $6K | Hold |
170
| – | – | ﹤0.01% | 201 |
|
|
2020
Q2 | $6K | Sell |
170
-95
| -36% | -$3.35K | ﹤0.01% | 198 |
|
|
2020
Q1 | $9K | Buy |
+265
| New | +$9K | 0.01% | 192 |
|