CWM
Cedar Wealth Management’s iShares Exponential Technologies ETF XT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Hold |
3,445
| – | – | 0.08% | 75 |
|
|
2025
Q1 | $198K | Hold |
3,445
| – | – | 0.07% | 80 |
|
|
2024
Q4 | $206K | Hold |
3,445
| – | – | 0.07% | 73 |
|
|
2024
Q3 | $210K | Sell |
3,445
-14,279
| -81% | -$869K | 0.07% | 102 |
|
|
2024
Q2 | $1.04M | Sell |
17,724
-3,530
| -17% | -$208K | 0.34% | 40 |
|
|
2024
Q1 | $1.27M | Sell |
21,254
-182
| -0.8% | -$10.9K | 0.42% | 34 |
|
|
2023
Q4 | $1.28M | Sell |
21,436
-233
| -1% | -$14K | 0.47% | 33 |
|
|
2023
Q3 | $1.13M | Hold |
21,669
| – | – | 0.45% | 32 |
|
|
2023
Q2 | $1.2M | Sell |
21,669
-57
| -0.3% | -$3.17K | 0.47% | 31 |
|
|
2023
Q1 | $1.14M | Buy |
21,726
+59
| +0.3% | +$3.11K | 0.47% | 31 |
|
|
2022
Q4 | $1.03M | Sell |
21,667
-463
| -2% | -$21.9K | 0.51% | 27 |
|
|
2022
Q3 | $986K | Hold |
22,130
| – | – | 0.49% | 35 |
|
|
2022
Q2 | $1.06M | Buy |
22,130
+94
| +0.4% | +$4.51K | 0.49% | 35 |
|
|
2022
Q1 | $1.3M | Sell |
22,036
-12,633
| -36% | -$746K | 0.53% | 36 |
|
|
2021
Q4 | $2.29M | Buy |
34,669
+1
| +0% | +$66 | 0.93% | 21 |
|
|
2021
Q3 | $2.18M | Sell |
34,668
-1,249
| -3% | -$78.4K | 0.97% | 19 |
|
|
2021
Q2 | $2.27M | Sell |
35,917
-635
| -2% | -$40.2K | 1.02% | 18 |
|
|
2021
Q1 | $2.17M | Buy |
36,552
+7,296
| +25% | +$432K | 1.08% | 17 |
|
|
2020
Q4 | $1.68M | Buy |
29,256
+19,825
| +210% | +$1.14M | 0.9% | 19 |
|
|
2020
Q3 | $458K | Hold |
9,431
| – | – | 0.28% | 58 |
|
|
2020
Q2 | $420K | Buy |
9,431
+579
| +7% | +$25.8K | 0.28% | 55 |
|
|
2020
Q1 | $315K | Buy |
8,852
+8,599
| +3,399% | +$306K | 0.21% | 57 |
|
|
2019
Q4 | $11K | Buy |
+253
| New | +$11K | 0.01% | 144 |
|