CEDAR WEALTH MANAGEMENT, LLC – Schwab U.S. Large-Cap Value ETF Transaction History
CEDAR WEALTH MANAGEMENT, LLC portfolio value:
$848,000
portfolio value
CEDAR WEALTH MANAGEMENT, LLC quarter portfolio value change:
-6.26%
quarter
Schwab U.S. Large-Cap Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +20.68% | 2.48K shares | 98K | $58.51 | 14.49K |
| Q2 2022 | share | Decrease | -12.46% | -1.71K shares | -230K | $62.42 | 12.01K |
| Q1 2022 | share | Decrease | -31.33% | -6.26K shares | -483K | $71.39 | 13.72K |
| Q4 2021 | share | Decrease | -3.92% | -815 shares | 60K | $73.15 | 19.98K |
| Q3 2021 | share | Increase | +6.65% | 1.29K shares | 70K | $67.48 | 20.79K |
| Q2 2021 | share | Increase | +3.52% | 663 shares | 103K | $68.01 | 19.50K |
| Q1 2021 | share | Increase | +4.46% | 805 shares | 156K | $64.61 | 18.83K |
| Q4 2020 | share | Increase | +12.40% | 1.99K shares | 237K | $58.65 | 18.03K |
| Q3 2020 | share | Decrease | -2.42% | -398 shares | 13K | $51.09 | 16.04K |
| Q2 2020 | share | Increase | 0.00% | 16.44K shares | 824K | $48.43 | 16.44K |