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

1,182

167M

172K

20.7K

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.