CWM
Cedar Wealth Management’s TriplePoint Venture Growth BDC TPVG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-650
| Closed | -$6.8K | – | 298 |
|
|
2023
Q3 | $6.8K | Hold |
650
| – | – | ﹤0.01% | 238 |
|
|
2023
Q2 | $7.66K | Hold |
650
| – | – | ﹤0.01% | 244 |
|
|
2023
Q1 | $7.85K | Hold |
650
| – | – | ﹤0.01% | 238 |
|
|
2022
Q4 | $6.78K | Sell |
650
-650
| -50% | -$6.78K | ﹤0.01% | 236 |
|
|
2022
Q3 | $14K | Hold |
1,300
| – | – | 0.01% | 235 |
|
|
2022
Q2 | $17K | Sell |
1,300
-450
| -26% | -$5.89K | 0.01% | 238 |
|
|
2022
Q1 | $31K | Hold |
1,750
| – | – | 0.01% | 216 |
|
|
2021
Q4 | $31K | Buy |
+1,750
| New | +$31K | 0.01% | 216 |
|