CWM
Cedar Wealth Management’s iShares Short Treasury Bond ETF SHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,200
| Closed | -$243K | – | 297 |
|
|
2023
Q3 | $243K | Hold |
2,200
| – | – | 0.1% | 94 |
|
|
2023
Q2 | $243K | Hold |
2,200
| – | – | 0.09% | 94 |
|
|
2023
Q1 | $243K | Hold |
2,200
| – | – | 0.1% | 88 |
|
|
2022
Q4 | $242K | Buy |
2,200
+1,800
| +450% | +$198K | 0.12% | 85 |
|
|
2022
Q3 | $44K | Buy |
+400
| New | +$44K | 0.02% | 169 |
|