CWM
Cedar Wealth Management’s TripAdvisor TRIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,000
| Closed | -$16.6K | – | 300 |
|
|
2023
Q3 | $16.6K | Sell |
1,000
-1,800
| -64% | -$29.8K | 0.01% | 208 |
|
|
2023
Q2 | $46.2K | Hold |
2,800
| – | – | 0.02% | 159 |
|
|
2023
Q1 | $55.6K | Hold |
2,800
| – | – | 0.02% | 149 |
|
|
2022
Q4 | $50.3K | Hold |
2,800
| – | – | 0.02% | 144 |
|
|
2022
Q3 | $62K | Hold |
2,800
| – | – | 0.03% | 155 |
|
|
2022
Q2 | $50K | Hold |
2,800
| – | – | 0.02% | 168 |
|
|
2022
Q1 | $76K | Hold |
2,800
| – | – | 0.03% | 156 |
|
|
2021
Q4 | $76K | Hold |
2,800
| – | – | 0.03% | 159 |
|
|
2021
Q3 | $95K | Hold |
2,800
| – | – | 0.04% | 132 |
|
|
2021
Q2 | $113K | Hold |
2,800
| – | – | 0.05% | 132 |
|
|
2021
Q1 | $151K | Hold |
2,800
| – | – | 0.08% | 108 |
|
|
2020
Q4 | $81K | Hold |
2,800
| – | – | 0.04% | 119 |
|
|
2020
Q3 | $55K | Hold |
2,800
| – | – | 0.03% | 123 |
|
|
2020
Q2 | $53K | Buy |
+2,800
| New | +$53K | 0.04% | 124 |
|