CWM
Cedar Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-8,164
| Closed | -$423K | – | 329 |
|
|
2022
Q3 | $423K | Sell |
8,164
-10,619
| -57% | -$550K | 0.21% | 73 |
|
|
2022
Q2 | $1.05M | Buy |
18,783
+4,930
| +36% | +$275K | 0.48% | 36 |
|
|
2022
Q1 | $841K | Buy |
13,853
+7,798
| +129% | +$473K | 0.34% | 48 |
|
|
2021
Q4 | $381K | Buy |
6,055
+1,061
| +21% | +$66.8K | 0.15% | 94 |
|
|
2021
Q3 | $313K | Buy |
4,994
+107
| +2% | +$6.71K | 0.14% | 90 |
|
|
2021
Q2 | $305K | Buy |
4,887
+2,954
| +153% | +$184K | 0.14% | 88 |
|
|
2021
Q1 | $118K | Buy |
1,933
+783
| +68% | +$47.8K | 0.06% | 118 |
|
|
2020
Q4 | $71K | Buy |
1,150
+288
| +33% | +$17.8K | 0.04% | 124 |
|
|
2020
Q3 | $53K | Buy |
862
+2
| +0.2% | +$123 | 0.03% | 125 |
|
|
2020
Q2 | $52K | Sell |
860
-171
| -17% | -$10.3K | 0.04% | 126 |
|
|
2020
Q1 | $59K | Sell |
1,031
-1,231
| -54% | -$70.4K | 0.04% | 120 |
|
|
2019
Q4 | $128K | Sell |
2,262
-1,234
| -35% | -$69.8K | 0.08% | 72 |
|
|
2019
Q3 | $198K | Buy |
3,496
+2,009
| +135% | +$114K | 0.13% | 66 |
|
|
2019
Q2 | $84K | Buy |
1,487
+261
| +21% | +$14.7K | 0.05% | 94 |
|
|
2019
Q1 | $67K | Buy |
1,226
+1,210
| +7,563% | +$66.1K | 0.04% | 93 |
|
|
2018
Q4 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 159 |
|