CWM
Cedar Wealth Management’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10
| Closed | -$648 | – | 236 |
|
|
2024
Q3 | $648 | Hold |
10
| – | – | ﹤0.01% | 262 |
|
|
2024
Q2 | $737 | Hold |
10
| – | – | ﹤0.01% | 298 |
|
|
2024
Q1 | $723 | Buy |
+10
| New | +$723 | ﹤0.01% | 338 |
|
|
2023
Q2 | – | Sell |
-4,028
| Closed | -$211K | – | 310 |
|
|
2023
Q1 | $211K | Buy |
+4,028
| New | +$211K | 0.09% | 96 |
|
|
2022
Q4 | – | Sell |
-112
| Closed | -$8K | – | 330 |
|
|
2022
Q3 | $8K | Hold |
112
| – | – | ﹤0.01% | 262 |
|
|
2022
Q2 | $7K | Hold |
112
| – | – | ﹤0.01% | 276 |
|
|
2022
Q1 | $9K | Hold |
112
| – | – | ﹤0.01% | 296 |
|
|
2021
Q4 | $9K | Hold |
112
| – | – | ﹤0.01% | 289 |
|
|
2021
Q3 | $8K | Hold |
112
| – | – | ﹤0.01% | 234 |
|
|
2021
Q2 | $8K | Hold |
112
| – | – | ﹤0.01% | 237 |
|
|
2021
Q1 | $7K | Hold |
112
| – | – | ﹤0.01% | 217 |
|
|
2020
Q4 | $6K | Hold |
112
| – | – | ﹤0.01% | 209 |
|
|
2020
Q3 | $4K | Hold |
112
| – | – | ﹤0.01% | 203 |
|
|
2020
Q2 | $4K | Hold |
112
| – | – | ﹤0.01% | 202 |
|
|
2020
Q1 | $4K | Sell |
112
-112
| -50% | -$4K | ﹤0.01% | 216 |
|
|
2019
Q4 | $11K | Buy |
+224
| New | +$11K | 0.01% | 142 |
|