CWM
ZH
Cedar Wealth Management’s Zhihu ZH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.88K | Hold |
2,483
| – | – | ﹤0.01% | 159 |
|
|
2025
Q1 | $10.6K | Hold |
2,483
| – | – | ﹤0.01% | 144 |
|
|
2024
Q4 | $8.79K | Sell |
2,483
-265
| -10% | -$938 | ﹤0.01% | 144 |
|
|
2024
Q3 | $10.6K | Hold |
2,748
| – | – | ﹤0.01% | 214 |
|
|
2024
Q2 | $7.5K | Buy |
+2,748
| New | +$7.5K | ﹤0.01% | 244 |
|
|
2024
Q1 | – | Sell |
-16,508
| Closed | -$15.5K | – | 364 |
|
|
2023
Q4 | $15.5K | Sell |
16,508
-106,866
| -87% | -$100K | 0.01% | 211 |
|
|
2023
Q3 | $128K | Buy |
123,374
+3,921
| +3% | +$4.08K | 0.05% | 123 |
|
|
2023
Q2 | $135K | Hold |
119,453
| – | – | 0.05% | 119 |
|
|
2023
Q1 | $152K | Buy |
+119,453
| New | +$152K | 0.06% | 108 |
|