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  Name: Cedar Wealth Management LLC
  City: WALNUT CREEK
  State: CA
  Zip: 94596
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $303,975,000
  Total Value Change : $29,300,000
  Securities Held Change : 63
   
All Securities Held : 345
  New Positions : 81
  Closed Positions : 19
  Increased Positions : 105
  Unchanged Positions : 106
  Decreased Positions : 53

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Holdings Found : 19     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (KR)1 Year Chart         KR Kroger Co 344 Closed $51.98 $0 0 0% -32,000 -700 0    Grocery Stores
   (TECS)1 Year Chart         TECS Diresxion Daily Technology 351 Closed $3.90 $0 0 0% -126,000 -12,711 0    Closed - End Fund - Debt
   (IFSM)1 Year Chart         IFSM iShares FTSE Dev Sm Cap ex-... 357 Closed $59.62 $0 0 0% -268,000 -4,763 0    Closed - End Fund - Debt
   (USMV)1 Year Chart         USMV iShares MSCI USA Minimum Vo... 363 Closed $0.00 $0 0 0% -321,000 -4,119 0    N/A
   (WPC)1 Year Chart         WPC WP Carey & Co 350 Closed $56.08 $0 0 0% -19,000 -300 0    Property Management
   (EFX)1 Year Chart         EFX Equifax Inc 356 Closed $229.59 $0 0 0% -48,000 -194 0    Business Services
   (K)1 Year Chart         K Kellanova 362 Closed $59.34 $0 0 0% -5,000 -83 0    Food - Major Diversified
   (ZH)1 Year Chart         ZH Zhihu 2 Adr Representing Ord 348 Closed $0.67 $0 0 0% -15,000 -16,508 0    N/A
   (BATRA)1 Year Chart         BATRA Liberty Media Corporation 355 Closed $43.37 $0 0 0% -53,000 -1,250 0    Entertainment - Diver...
   (UUP)1 Year Chart         UUP Invesco Db Us Dollar Index ... 361 Closed $28.69 $0 0 0% -345,000 -12,732 0    Closed - End Fund - E...
   (SCJ)1 Year Chart         SCJ iShares MSCI Japan Small Ca... 347 Closed $71.74 $0 0 0% -113,000 -1,572 0    Closed - End Fund - Debt
   (X)1 Year Chart         X United States Steel Corp 354 Closed $38.12 $0 0 0% -34,000 -700 0    Metal Fabrication
   (XLP)1 Year Chart         XLP SPDR Consmr Stpls Sector 360 Closed $76.15 $0 0 0% -4,000 -50 0    Closed - End Fund - E...
   (KLG)1 Year Chart         KLG Wk Kellogg Co 346 Closed $19.00 $0 0 0% 0 -20 0    N/A
   (XLU)1 Year Chart         XLU SPDR Utilities Select 353 Closed $71.46 $0 0 0% -204,000 -3,225 0    Closed - End Fund - E...
   (HSY)1 Year Chart         HSY Hershey Foods Corp 359 Closed $193.13 $0 0 0% -357,000 -1,915 0    Confectioners
   (PLTR)1 Year Chart         PLTR Palantir Technologies Inc 345 Closed $21.73 $0 0 0% -20,000 -1,170 0    N/A
   (VYMI)1 Year Chart         VYMI Vanguard International High... 352 Closed $0.00 $0 0 0% -20,000 -300 0    N/A
   (GPC)1 Year Chart         GPC Genuine Parts Co 358 Closed $140.68 $0 0 0% -166,000 -1,200 0    Auto Parts Wholesale

      19 Records Found
  1    
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