CWM
Cedar Wealth Management’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,135
| Closed | -$138K | – | 351 |
|
|
2022
Q2 | $138K | Sell |
3,135
-105
| -3% | -$4.62K | 0.06% | 121 |
|
|
2022
Q1 | $168K | Buy |
3,240
+6
| +0.2% | +$311 | 0.07% | 122 |
|
|
2021
Q4 | $183K | Hold |
3,234
| – | – | 0.07% | 126 |
|
|
2021
Q3 | $172K | Hold |
3,234
| – | – | 0.08% | 112 |
|
|
2021
Q2 | $177K | Hold |
3,234
| – | – | 0.08% | 111 |
|
|
2021
Q1 | $168K | Buy |
3,234
+3
| +0.1% | +$156 | 0.08% | 104 |
|
|
2020
Q4 | $153K | Buy |
3,231
+2
| +0.1% | +$95 | 0.08% | 99 |
|
|
2020
Q3 | $129K | Buy |
3,229
+8
| +0.2% | +$320 | 0.08% | 101 |
|
|
2020
Q2 | $116K | Buy |
3,221
+9
| +0.3% | +$324 | 0.08% | 99 |
|
|
2020
Q1 | $94K | Buy |
+3,212
| New | +$94K | 0.06% | 104 |
|