CEDAR WEALTH MANAGEMENT, LLC – Schwab Fundamental U.S. Large Company Index ETF Transaction History
CEDAR WEALTH MANAGEMENT, LLC portfolio value:
$1.22M
portfolio value
CEDAR WEALTH MANAGEMENT, LLC quarter portfolio value change:
-6.17%
quarter
Schwab Fundamental U.S. Large Company Index ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +21.06% | 4.44K shares | 146K | $47.76 | 25.56K |
| Q2 2022 | share | Decrease | -11.85% | -2.83K shares | -326K | $50.9 | 21.11K |
| Q1 2022 | share | Decrease | -36.30% | -13.65K shares | -803K | $58.5 | 23.95K |
| Q4 2021 | share | Decrease | -3.40% | -1.32K shares | 104K | $58.61 | 37.60K |
| Q3 2021 | share | Decrease | -1.06% | -418 shares | -53K | $53.95 | 38.93K |
| Q2 2021 | share | Decrease | -6.44% | -2.70K shares | -20K | $54.47 | 39.35K |
| Q1 2021 | share | Increase | +1.21% | 501 shares | 291K | $51.22 | 42.05K |
| Q4 2020 | share | Increase | +0.92% | 379 shares | 287K | $44.71 | 41.55K |
| Q3 2020 | share | Decrease | -3.96% | -1.7K shares | 15K | $38.04 | 41.17K |
| Q2 2020 | share | Increase | +0.65% | 276 shares | 245K | $35.87 | 42.87K |
| Q1 2020 | share | Increase | +49.23% | 14.05K shares | 117K | $30.3 | 42.60K |
| Q4 2019 | share | Increase | +79.93% | 12.68K shares | 590K | $40.97 | 28.54K |
| Q3 2019 | share | Increase | +53.86% | 5.55K shares | 225K | $37.69 | 15.86K |
| Q2 2019 | share | Increase | +46.81% | 3.28K shares | 136K | $37.07 | 10.31K |
| Q1 2019 | share | Increase | +2297.27% | 6.73K shares | 257K | $35.76 | 7.02K |
| Q4 2018 | share | Increase | +452.83% | 240 shares | 8K | $31.85 | 293 |
| Q3 2018 | share | Increase | 0.00% | 53 shares | 2K | $36.96 | 53 |