CWM
Cedar Wealth Management’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.11K | Hold |
4
| – | – | ﹤0.01% | 216 |
|
|
2025
Q1 | $2.03K | Hold |
4
| – | – | ﹤0.01% | 177 |
|
|
2024
Q4 | $1.99K | Hold |
4
| – | – | ﹤0.01% | 175 |
|
|
2024
Q3 | $2.07K | Hold |
4
| – | – | ﹤0.01% | 246 |
|
|
2024
Q2 | $1.78K | Hold |
4
| – | – | ﹤0.01% | 282 |
|
|
2024
Q1 | $1.7K | Hold |
4
| – | – | ﹤0.01% | 318 |
|
|
2023
Q4 | $1.76K | Hold |
4
| – | – | ﹤0.01% | 261 |
|
|
2023
Q3 | $1.46K | Hold |
4
| – | – | ﹤0.01% | 268 |
|
|
2023
Q2 | $1.6K | Hold |
4
| – | – | ﹤0.01% | 280 |
|
|
2023
Q1 | $1.38K | Hold |
4
| – | – | ﹤0.01% | 284 |
|
|
2022
Q4 | $1.34K | Hold |
4
| – | – | ﹤0.01% | 282 |
|
|
2022
Q3 | $1K | Sell |
4
-4
| -50% | -$1K | ﹤0.01% | 327 |
|
|
2022
Q2 | $3K | Hold |
8
| – | – | ﹤0.01% | 308 |
|
|
2022
Q1 | $3K | Hold |
8
| – | – | ﹤0.01% | 341 |
|
|
2021
Q4 | $4K | Buy |
+8
| New | +$4K | ﹤0.01% | 326 |
|