Cedar Brook Financial Partners, LLC Ishares S&P 500 Growth ETF Transaction History

Cedar Brook Financial Partners, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 17, 2024	BUY	$72.87 - $85.14 $9,837 - $11,493	135 Added 1.96%	7,011 $592,000
Q4 2023 Jan 12, 2024	BUY	$65.78 - $75.4 $56,307 - $64,542	856 Added 14.22%	6,876 $516,000
Q3 2023 Oct 17, 2023	BUY	$68.05 - $72.66 $3,062 - $3,269	45 Added 0.75%	6,020 $411,000
Q2 2023 Jul 05, 2023	BUY	$63.21 - $70.48 $5,499 - $6,131	87 Added 1.48%	5,975 $421,000
Q1 2023 Apr 04, 2023	SELL	$57.25 - $63.89 $145,701 - $162,600	-2,545 Reduced 30.18%	5,888 $376,000
Q4 2022 Feb 01, 2023	BUY	$56.73 - $63.56 $478,404 - $536,001	8,433 New	8,433 $493,000
Q2 2022 Aug 12, 2022	SELL	$58.13 - $77.8 $233,275 - $312,211	-4,013 Closed	0 $0
Q1 2022 Apr 06, 2022	BUY	$68.33 - $84.32 $73,454 - $90,643	1,075 Added 36.59%	4,013 $306,000
Q4 2021 Jan 27, 2022	BUY	$73.18 - $84.81 $215,002 - $249,171	2,938 New	2,938 $246,000

1,824

417M

355K

454K

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.