CWM
Cedar Wealth Management’s Materials Select Sector SPDR Fund XLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-175
| Closed | -$16.9K | – | 264 |
|
|
2024
Q3 | $16.9K | Hold |
175
| – | – | 0.01% | 200 |
|
|
2024
Q2 | $15.5K | Hold |
175
| – | – | 0.01% | 215 |
|
|
2024
Q1 | $16.3K | Hold |
175
| – | – | 0.01% | 231 |
|
|
2023
Q4 | $15K | Buy |
+175
| New | +$15K | 0.01% | 214 |
|
|
2022
Q2 | – | Sell |
-95
| Closed | -$8K | – | 379 |
|
|
2022
Q1 | $8K | Hold |
95
| – | – | ﹤0.01% | 302 |
|
|
2021
Q4 | $9K | Hold |
95
| – | – | ﹤0.01% | 291 |
|
|
2021
Q3 | $8K | Hold |
95
| – | – | ﹤0.01% | 236 |
|
|
2021
Q2 | $8K | Buy |
+95
| New | +$8K | ﹤0.01% | 239 |
|