Cedar Brook Financial Partners, LLC Vaneck Morningstar Wide Moat E Transaction History

Cedar Brook Financial Partners, LLC

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 17, 2024	BUY	$82.58 - $89.9 $38,895 - $42,342	471 Added 1.89%	25,352 $2.28 Million
Q4 2023 Jan 12, 2024	BUY	$70.71 - $85.3 $148,491 - $179,130	2,100 Added 9.22%	24,881 $2.11 Million
Q3 2023 Oct 17, 2023	BUY	$74.88 - $83.28 $87,609 - $97,437	1,170 Added 5.41%	22,781 $1.73 Million
Q2 2023 Jul 05, 2023	BUY	$72.17 - $80.16 $351,467 - $390,379	4,870 Added 29.09%	21,611 $1.72 Million
Q1 2023 Apr 04, 2023	BUY	$65.24 - $76.13 $43,580 - $50,854	668 Added 4.16%	16,741 $1.24 Million
Q4 2022 Feb 01, 2023	BUY	$60.7 - $69.78 $3,035 - $3,489	50 Added 0.31%	16,073 $1.04 Million
Q3 2022 Jan 03, 2023	BUY	N/A	1,211 Added 8.18%	16,023 $0
Q2 2022 Aug 12, 2022	BUY	N/A	217 Added 1.49%	14,812 $944,000
Q1 2022 Apr 06, 2022	SELL	N/A	-1,665 Reduced 10.24%	14,595 $1.09 Million
Q4 2021 Jan 27, 2022	SELL	N/A	-3,600 Reduced 18.13%	16,260 $1.24 Million
Q3 2021 Nov 01, 2021	BUY	N/A	800 Added 4.2%	19,860 $1.46 Million
Q2 2021 Aug 16, 2021	SELL	N/A	-138 Reduced 0.72%	19,060 $1.41 Million
Q1 2021 May 11, 2021	BUY	N/A	978 Added 5.37%	19,198 $1.33 Million
Q4 2020 Feb 12, 2021	BUY	N/A	940 Added 5.44%	18,220 $1.13 Million
Q2 2020 Aug 05, 2020	BUY	N/A	4,043 Added 30.54%	17,280 $903,000
Q1 2020 May 07, 2020	BUY	N/A	411 Added 3.2%	13,237 $579,000
Q4 2019 Feb 06, 2020	BUY	N/A	4,356 Added 51.43%	12,826 $703,000
Q3 2019 Oct 24, 2019	BUY	N/A	1,228 Added 16.96%	8,470 $425,000
Q2 2019 Aug 06, 2019	SELL	N/A	-242 Reduced 3.23%	7,242 $348,000
Q1 2019 May 08, 2019	SELL	N/A	-21 Reduced 0.28%	7,484 $349,000
Q4 2018 Feb 11, 2019	BUY	N/A	7,505 New	7,505 $0

699

98.3M

31.5K

7.5K

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.