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| Name: |
Cedar Wealth Management LLC |
| City: |
WALNUT CREEK |
| State: |
CA |
| Zip: |
94596 |
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data |
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| Holdings
Found :
22 |
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Closed Positions |
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Page 1 of 1 |
Menu
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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 |
|
SHEL |
Shell plc |
301 |
Closed |
$74.06 |
$0 |
0 |
0% |
-8,000 |
-117 |
0 |
Integrated Oil & Gas |
|
|
FAZ |
Direxion Daily Financial Be... |
286 |
Closed |
$10.13 |
$0 |
0 |
0% |
-378,000 |
-18,907 |
0 |
Closed - End Fund - Debt |
|
|
MGK |
Vanguard Mega Cap 300 Gr In... |
293 |
Closed |
$277.92 |
$0 |
0 |
0% |
-7,000 |
-30 |
0 |
Closed - End Fund - E... |
|
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ZS |
Zscaler Inc |
300 |
Closed |
$176.82 |
$0 |
0 |
0% |
-11,000 |
-72 |
0 |
N/A |
|
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VCIT |
Vanguard Intermediate-Term |
284 |
Closed |
$79.36 |
$0 |
0 |
0% |
-1,000 |
-10 |
0 |
Closed - End Fund - Debt |
|
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NI |
NiSource Inc |
292 |
Closed |
$28.87 |
$0 |
0 |
0% |
-25,000 |
-1,000 |
0 |
Multi Utilities |
|
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MPW |
Medical Properties Trust Inc |
299 |
Closed |
$5.85 |
$0 |
0 |
0% |
-5,000 |
-1,000 |
0 |
REIT - Healthcare Fac... |
|
|
SHV |
iShares Barclays Short Trea... |
283 |
Closed |
$110.24 |
$0 |
0 |
0% |
-243,000 |
-2,200 |
0 |
Closed - End Fund - E... |
|
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BAX |
Baxter International Inc |
291 |
Closed |
$40.93 |
$0 |
0 |
0% |
-261,000 |
-6,907 |
0 |
Medical Instruments &... |
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TRIP |
Tripadvisor Inc |
297 |
Closed |
$19.25 |
$0 |
0 |
0% |
-17,000 |
-1,000 |
0 |
Internet Software & S... |
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ADM |
Archer Daniels Midland Co |
282 |
Closed |
$61.67 |
$0 |
0 |
0% |
-45,000 |
-600 |
0 |
Food - Major Diversified |
|
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IYH |
iShares Dow Jones US Health... |
304 |
Closed |
$60.46 |
$0 |
0 |
0% |
-26,000 |
-96 |
0 |
Closed - End Fund - E... |
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SCHB |
Schwab Strategic Trust |
290 |
Closed |
$60.94 |
$0 |
0 |
0% |
-60,000 |
-1,200 |
0 |
Closed - End Fund - Debt |
|
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TPVG |
Triplepoint Venture Growth ... |
296 |
Closed |
$9.29 |
$0 |
0 |
0% |
-7,000 |
-650 |
0 |
N/A |
|
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SPLK |
Splunk Inc |
281 |
Closed |
$156.90 |
$0 |
0 |
0% |
-93,000 |
-634 |
0 |
Application Software |
|
|
IWM |
iShares Tr Russell 2000 Indx |
303 |
Closed |
$206.86 |
$0 |
0 |
0% |
-250,000 |
-1,412 |
0 |
Closed - End Fund - E... |
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RWT |
Redwood Trust Inc |
289 |
Closed |
$6.46 |
$0 |
0 |
0% |
-12,000 |
-1,700 |
0 |
REIT - Diversified |
|
|
XLY |
SPDR cnsmr discr sel sect |
295 |
Closed |
$178.68 |
$0 |
0 |
0% |
-54,000 |
-333 |
0 |
Closed - End Fund - E... |
|
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FNDB |
Schwab Fundamental Us Broad... |
280 |
Closed |
$65.71 |
$0 |
0 |
0% |
-1,000 |
-15 |
0 |
N/A |
|
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GILD |
Gilead Sciences Inc |
302 |
Closed |
$67.65 |
$0 |
0 |
0% |
-37,000 |
-500 |
0 |
Biotechnology |
|
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NMFC |
New Mountain Finance Corp |
288 |
Closed |
$12.58 |
$0 |
0 |
0% |
-98,000 |
-7,600 |
0 |
Conglomerates |
|
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TQQQ |
Proshares Ultrapro Qqq Etf |
294 |
Closed |
$60.67 |
$0 |
0 |
0% |
-438,000 |
-12,283 |
0 |
Closed - End Fund - Debt |
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