CWM
Cedar Wealth Management’s iShares MSCI Japan Small-Cap ETF SCJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,572
| Closed | -$113K | – | 355 |
|
|
2023
Q4 | $113K | Hold |
1,572
| – | – | 0.04% | 123 |
|
|
2023
Q3 | $107K | Hold |
1,572
| – | – | 0.04% | 125 |
|
|
2023
Q2 | $107K | Hold |
1,572
| – | – | 0.04% | 123 |
|
|
2023
Q1 | $107K | Buy |
+1,572
| New | +$107K | 0.04% | 119 |
|
|
2022
Q4 | – | Sell |
-1,572
| Closed | -$92K | – | 331 |
|
|
2022
Q3 | $92K | Hold |
1,572
| – | – | 0.05% | 126 |
|
|
2022
Q2 | $96K | Hold |
1,572
| – | – | 0.04% | 136 |
|
|
2022
Q1 | $109K | Buy |
1,572
+190
| +14% | +$13.2K | 0.04% | 139 |
|
|
2021
Q4 | $104K | Hold |
1,382
| – | – | 0.04% | 143 |
|
|
2021
Q3 | $114K | Hold |
1,382
| – | – | 0.05% | 129 |
|
|
2021
Q2 | $110K | Buy |
1,382
+120
| +10% | +$9.55K | 0.05% | 133 |
|
|
2021
Q1 | $103K | Hold |
1,262
| – | – | 0.05% | 123 |
|
|
2020
Q4 | $100K | Hold |
1,262
| – | – | 0.05% | 109 |
|
|
2020
Q3 | $93K | Buy |
1,262
+662
| +110% | +$48.8K | 0.06% | 107 |
|
|
2020
Q2 | $40K | Buy |
+600
| New | +$40K | 0.03% | 134 |
|