Cedar Brook Financial Partners, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History

Cedar Brook Financial Partners, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 17, 2024	SELL	$25.76 - $28.68 $883,233 - $983,351	-34,287 Reduced 58.94%	23,885 $685,000
Q4 2023 Jan 12, 2024	BUY	$25.76 - $29.16 $1.26 Million - $1.42 Million	48,797 Added 520.5%	58,172 $1.5 Million
Q3 2023 Oct 17, 2023	SELL	$27.07 - $28.93 $83,754 - $89,509	-3,094 Reduced 24.81%	9,375 $270,000
Q2 2023 Jul 05, 2023	SELL	$25.84 - $27.71 $43,411 - $46,552	-1,680 Reduced 11.87%	12,469 $344,000
Q1 2023 Apr 04, 2023	SELL	$25.7 - $29.04 $596,368 - $673,873	-23,205 Reduced 62.12%	14,149 $372,000
Q4 2022 Feb 01, 2023	BUY	$29.03 - $34.79 $1.08 Million - $1.3 Million	37,354 New	37,354 $1.09 Million

174

24.5M

Get notified when there are updates to the investment portfolio of Cedar Brook Financial Partners, LLC, based on Form 13F filings with the SEC.

Stay updated on Cedar Brook Financial Partners, LLC with notifications on news.