CBFP
Cedar Brook Financial Partners’s Applied Materials AMAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-873
| Closed | -$206K | – | 6 |
|
|
2024
Q2 | $206K | Sell |
873
-221
| -20% | -$52.2K | 1.55% | 27 |
|
|
2024
Q1 | $226K | Buy |
+1,094
| New | +$226K | 0.04% | 389 |
|
|
2023
Q3 | – | Sell |
-1,588
| Closed | -$230K | – | 381 |
|
|
2023
Q2 | $230K | Sell |
1,588
-326
| -17% | -$47.1K | 0.05% | 344 |
|
|
2023
Q1 | $235K | Buy |
+1,914
| New | +$235K | 0.06% | 320 |
|
|
2022
Q2 | – | Sell |
-1,829
| Closed | -$241K | – | 347 |
|
|
2022
Q1 | $241K | Buy |
1,829
+204
| +13% | +$26.9K | 0.06% | 320 |
|
|
2021
Q4 | $256K | Buy |
+1,625
| New | +$256K | 0.07% | 313 |
|
|
2021
Q3 | – | Sell |
-1,656
| Closed | -$236K | – | 348 |
|
|
2021
Q2 | $236K | Sell |
1,656
-143
| -8% | -$20.4K | 0.07% | 322 |
|
|
2021
Q1 | $240K | Buy |
+1,799
| New | +$240K | 0.08% | 274 |
|