CWM
Cedar Wealth Management’s Technology Select Sector SPDR Fund XLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,520
| Closed | -$343K | – | 267 |
|
|
2024
Q3 | $343K | Buy |
1,520
+235
| +18% | +$53.1K | 0.11% | 80 |
|
|
2024
Q2 | $291K | Buy |
1,285
+50
| +4% | +$11.3K | 0.09% | 90 |
|
|
2024
Q1 | $257K | Buy |
1,235
+815
| +194% | +$170K | 0.08% | 99 |
|
|
2023
Q4 | $80.8K | Buy |
+420
| New | +$80.8K | 0.03% | 133 |
|
|
2022
Q2 | – | Sell |
-345
| Closed | -$55K | – | 381 |
|
|
2022
Q1 | $55K | Hold |
345
| – | – | 0.02% | 178 |
|
|
2021
Q4 | $60K | Sell |
345
-50
| -13% | -$8.7K | 0.02% | 176 |
|
|
2021
Q3 | $59K | Hold |
395
| – | – | 0.03% | 154 |
|
|
2021
Q2 | $58K | Buy |
+395
| New | +$58K | 0.03% | 161 |
|