CEDAR WEALTH MANAGEMENT, LLC – Schwab U.S. TIPS ETF Transaction History
CEDAR WEALTH MANAGEMENT, LLC portfolio value:
$423,000
portfolio value
CEDAR WEALTH MANAGEMENT, LLC quarter portfolio value change:
-7.17%
quarter
Schwab U.S. TIPS ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -56.54% | -10.61K shares | -625K | $51.8 | 8.16K |
| Q2 2022 | share | Increase | +35.59% | 4.93K shares | 207K | $55.8 | 18.78K |
| Q1 2022 | share | Increase | +128.79% | 7.79K shares | 460K | $60.71 | 13.85K |
| Q4 2021 | share | Increase | +21.25% | 1.06K shares | 68K | $62.99 | 6.05K |
| Q3 2021 | share | Increase | +2.19% | 107 shares | 8K | $61.98 | 4.99K |
| Q2 2021 | share | Increase | +152.82% | 2.95K shares | 187K | $60.85 | 4.88K |
| Q1 2021 | share | Increase | +68.09% | 783 shares | 47K | $59.02 | 1.93K |
| Q4 2020 | share | Increase | +33.41% | 288 shares | 18K | $59.91 | 1.15K |
| Q3 2020 | share | Increase | +0.23% | 2 shares | 1K | $58.91 | 862 |
| Q2 2020 | share | Decrease | -16.59% | -171 shares | -7K | $57.27 | 860 |
| Q1 2020 | share | Decrease | -54.42% | -1.23K shares | -69K | $54.88 | 1.03K |
| Q4 2019 | share | Decrease | -35.30% | -1.23K shares | -70K | $54.04 | 2.26K |
| Q3 2019 | share | Increase | +135.10% | 2.00K shares | 114K | $53.67 | 3.49K |
| Q2 2019 | share | Increase | +21.29% | 261 shares | 17K | $52.86 | 1.48K |
| Q1 2019 | share | Increase | +7562.50% | 1.21K shares | 66K | $51.43 | 1.22K |
| Q4 2018 | share | Increase | 0.00% | 16 shares | 1K | $49.8 | 16 |