CEDAR WEALTH MANAGEMENT, LLC – Schwab U.S. Large-Cap ETF Transaction History
CEDAR WEALTH MANAGEMENT, LLC portfolio value:
$93,000
portfolio value
CEDAR WEALTH MANAGEMENT, LLC quarter portfolio value change:
-5.17%
quarter
Schwab U.S. Large-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +328.43% | 1.67K shares | 70K | $42.35 | 2.18K |
| Q2 2022 | share | 0.00% | 0 shares | -4K | $44.66 | 510 | |
| Q1 2022 | share | 0.00% | 0 shares | -2K | $53.85 | 510 | |
| Q4 2021 | share | 0.00% | 0 shares | 2K | $114.22 | 255 | |
| Q3 2021 | share | Increase | +10.87% | 25 shares | 3K | $104.03 | 255 |
| Q2 2021 | share | 0.00% | 0 shares | 2K | $103.64 | 230 | |
| Q1 2021 | share | Increase | +15.00% | 30 shares | 4K | $95.42 | 230 |
| Q4 2020 | share | Increase | +300.00% | 150 shares | 14K | $90.1 | 200 |
| Q3 2020 | share | 0.00% | 0 shares | 0 | $79.55 | 50 | |
| Q2 2020 | share | Increase | 0.00% | 50 shares | 4K | $72.65 | 50 |