Cedar Brook Financial Partners, LLC Schwab Strategic Tr Us Broad M Transaction History

Cedar Brook Financial Partners, LLC

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 17, 2024	BUY	$54.61 - $61.05 $546 - $610	10 Added 0.09%	11,022 $672,000
Q4 2023 Jan 12, 2024	BUY	$47.61 - $55.91 $3,237 - $3,801	68 Added 0.62%	11,012 $613,000
Q3 2023 Oct 17, 2023	BUY	$49.59 - $53.57 $11,157 - $12,053	225 Added 2.1%	10,944 $545,000
Q2 2023 Jul 05, 2023	BUY	$47.08 - $51.7 $7,250 - $7,961	154 Added 1.46%	10,719 $554,000
Q1 2023 Apr 04, 2023	BUY	$44.47 - $49.23 $7,293 - $8,073	164 Added 1.58%	10,565 $505,000
Q4 2022 Feb 01, 2023	BUY	$41.94 - $47.81 $9,604 - $10,948	229 Added 2.25%	10,401 $466,000
Q3 2022 Jan 03, 2023	SELL	$41.99 - $50.63 $97,122 - $117,107	-2,313 Reduced 18.53%	10,172 $0
Q2 2022 Aug 12, 2022	SELL	$42.93 - $53.98 $83,670 - $105,207	-1,949 Reduced 13.5%	12,485 $552,000
Q1 2022 Apr 06, 2022	BUY	$49.15 - $56.85 $407,699 - $471,570	8,295 Added 135.12%	14,434 $771,000
Q4 2021 Jan 27, 2022	BUY	$51.87 - $56.86 $4,460 - $4,889	86 Added 1.42%	6,139 $694,000
Q3 2021 Nov 01, 2021	SELL	$51.32 - $54.83 $153 - $164	-3 Reduced 0.05%	6,053 $629,000
Q2 2021 Aug 16, 2021	BUY	$48.92 - $52.14 $140,791 - $150,058	2,878 Added 90.56%	6,056 $631,000
Q1 2021 May 11, 2021	BUY	$44.89 - $48.81 $4,713 - $5,125	105 Added 3.42%	3,178 $307,000
Q4 2020 Feb 12, 2021	BUY	$39.03 - $45.5 $119,939 - $139,821	3,073 New	3,073 $280,000

1,161

168M

197K

19.4K

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