Cedar Brook Financial Partners, LLC Schwab Strategic U.S. Mid Cap Transaction History

Cedar Brook Financial Partners, LLC

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 17, 2024	BUY	$72.89 - $81.43 $32,873 - $36,724	451 Added 2.46%	18,815 $1.53 Million
Q4 2023 Jan 12, 2024	BUY	$63.01 - $75.95 $30,622 - $36,911	486 Added 2.72%	18,364 $1.38 Million
Q3 2023 Oct 17, 2023	BUY	$66.75 - $73.98 $77,697 - $86,112	1,164 Added 6.96%	17,878 $1.21 Million
Q2 2023 Jul 05, 2023	BUY	$65.29 - $71.03 $2,089 - $2,272	32 Added 0.19%	16,714 $1.19 Million
Q1 2023 Apr 04, 2023	BUY	$64.24 - $73.9 $22,805 - $26,234	355 Added 2.17%	16,682 $1.13 Million
Q4 2022 Feb 01, 2023	BUY	$61.05 - $69.94 $38,095 - $43,642	624 Added 3.97%	16,327 $1.07 Million
Q3 2022 Jan 03, 2023	BUY	$60.5 - $72.51 $242 - $290	4 Added 0.03%	15,703 $0
Q2 2022 Aug 12, 2022	SELL	$60.91 - $76.4 $25,643 - $32,164	-421 Reduced 2.61%	15,699 $985,000
Q1 2022 Apr 06, 2022	BUY	$70.66 - $80.89 $339,450 - $388,595	4,804 Added 42.45%	16,120 $1.22 Million
Q4 2021 Jan 27, 2022	BUY	$76.01 - $83.39 $22,955 - $25,183	302 Added 2.74%	11,316 $910,000
Q3 2021 Nov 01, 2021	BUY	$74.65 - $80.95 $38,967 - $42,255	522 Added 4.98%	11,014 $844,000
Q2 2021 Aug 16, 2021	BUY	$74.64 - $79.12 $576,967 - $611,597	7,730 Added 279.87%	10,492 $821,000
Q1 2021 May 11, 2021	BUY	$67.07 - $76.85 $185,247 - $212,259	2,762 New	2,762 $206,000
Q1 2020 May 07, 2020	SELL	$35.83 - $62.24 $119,958 - $208,379	-3,348 Closed	0 $0
Q4 2019 Feb 06, 2020	SELL	$54.56 - $60.24 $27,443 - $30,300	-503 Reduced 13.06%	3,348 $201,000
Q3 2019 Oct 24, 2019	BUY	$56.23 - $57.59 $216,541 - $221,779	3,851 New	3,851 $218,000

950

108M

8.1K

3.6K

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