CEDAR WEALTH MANAGEMENT, LLC – Schwab Fundamental U.S. Broad Market Index ETF Transaction History
CEDAR WEALTH MANAGEMENT, LLC portfolio value:
$85,000
portfolio value
CEDAR WEALTH MANAGEMENT, LLC quarter portfolio value change:
-6.17%
quarter
Schwab Fundamental U.S. Broad Market Index ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +148.36% | 1.08K shares | 48K | $47.13 | 1.81K |
| Q2 2022 | share | Decrease | -34.06% | -377 shares | -27K | $50.23 | 730 |
| Q1 2022 | share | Decrease | -23.87% | -347 shares | -20K | $57.75 | 1.10K |
| Q4 2021 | share | 0.00% | 0 shares | 6K | $58.02 | 1.45K | |
| Q3 2021 | share | 0.00% | 0 shares | -1K | $53.56 | 1.45K | |
| Q2 2021 | share | Decrease | -38.29% | -902 shares | -42K | $54.13 | 1.45K |
| Q1 2021 | share | 0.00% | 0 shares | 15K | $50.85 | 2.35K | |
| Q4 2020 | share | 0.00% | 0 shares | 16K | $44.35 | 2.35K | |
| Q3 2020 | share | 0.00% | 0 shares | 5K | $37.47 | 2.35K | |
| Q2 2020 | share | Decrease | -74.75% | -6.97K shares | -201K | $35.34 | 2.35K |
| Q1 2020 | share | Increase | 0.00% | 9.33K shares | 286K | $29.75 | 9.33K |