CWM
Cedar Wealth Management’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,105
| Closed | -$29K | – | 372 |
|
|
2022
Q1 | $29K | Hold |
1,105
| – | – | 0.01% | 223 |
|
|
2021
Q4 | $29K | Hold |
1,105
| – | – | 0.01% | 221 |
|
|
2021
Q3 | $29K | Hold |
1,105
| – | – | 0.01% | 185 |
|
|
2021
Q2 | $29K | Hold |
1,105
| – | – | 0.01% | 193 |
|
|
2021
Q1 | $29K | Hold |
1,105
| – | – | 0.01% | 178 |
|
|
2020
Q4 | $29K | Sell |
1,105
-300
| -21% | -$7.87K | 0.02% | 156 |
|
|
2020
Q3 | $36K | Hold |
1,405
| – | – | 0.02% | 142 |
|
|
2020
Q2 | $36K | Hold |
1,405
| – | – | 0.02% | 140 |
|
|
2020
Q1 | $35K | Buy |
+1,405
| New | +$35K | 0.02% | 138 |
|
|
2019
Q4 | – | Sell |
-4,366
| Closed | -$107K | – | 184 |
|
|
2019
Q3 | $107K | Hold |
4,366
| – | – | 0.07% | 79 |
|
|
2019
Q2 | $108K | Hold |
4,366
| – | – | 0.07% | 87 |
|
|
2019
Q1 | $106K | Hold |
4,366
| – | – | 0.07% | 88 |
|
|
2018
Q4 | $104K | Hold |
4,366
| – | – | 0.07% | 75 |
|
|
2018
Q3 | $105K | Hold |
4,366
| – | – | 0.06% | 78 |
|
|
2018
Q2 | $106K | Hold |
4,366
| – | – | 0.06% | 66 |
|
|
2018
Q1 | $106K | Hold |
4,366
| – | – | 0.07% | 76 |
|
|
2017
Q4 | $106K | Sell |
4,366
-400
| -8% | -$9.71K | 0.06% | 74 |
|
|
2017
Q3 | $117K | Hold |
4,766
| – | – | 0.07% | 72 |
|
|
2017
Q2 | $117K | Hold |
4,766
| – | – | 0.08% | 69 |
|
|
2017
Q1 | $119K | Hold |
4,766
| – | – | 0.07% | 67 |
|
|
2016
Q4 | $118K | Buy |
4,766
+400
| +9% | +$9.9K | 0.08% | 69 |
|
|
2016
Q3 | $108K | Hold |
4,366
| – | – | 0.07% | 53 |
|
|
2016
Q2 | $109K | Hold |
4,366
| – | – | 0.07% | 65 |
|
|
2016
Q1 | $108K | Hold |
4,366
| – | – | 0.07% | 46 |
|
|
2015
Q4 | $106K | Buy |
+4,366
| New | +$106K | 0.09% | 15 |
|