CBFP
Cedar Brook Financial Partners’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,574
| Closed | -$304K | – | 50 |
|
|
2024
Q1 | $304K | Buy |
1,574
+195
| +14% | +$37.6K | 0.06% | 308 |
|
|
2023
Q4 | $307K | Sell |
1,379
-3
| -0.2% | -$668 | 0.07% | 288 |
|
|
2023
Q3 | $265K | Buy |
1,382
+40
| +3% | +$7.67K | 0.07% | 282 |
|
|
2023
Q2 | $283K | Buy |
+1,342
| New | +$283K | 0.07% | 295 |
|
|
2021
Q3 | – | Sell |
-1,035
| Closed | -$248K | – | 350 |
|
|
2021
Q2 | $248K | Sell |
1,035
-19
| -2% | -$4.55K | 0.07% | 307 |
|
|
2021
Q1 | $269K | Sell |
1,054
-469
| -31% | -$120K | 0.09% | 246 |
|
|
2020
Q4 | $326K | Buy |
+1,523
| New | +$326K | 0.12% | 201 |
|
|
2020
Q1 | – | Sell |
-3,718
| Closed | -$1.21M | – | 252 |
|
|
2019
Q4 | $1.21M | Sell |
3,718
-542
| -13% | -$177K | 0.51% | 57 |
|
|
2019
Q3 | $1.62M | Buy |
4,260
+2
| +0% | +$761 | 0.71% | 27 |
|
|
2019
Q2 | $1.55M | Buy |
4,258
+115
| +3% | +$41.9K | 0.71% | 25 |
|
|
2019
Q1 | $1.58M | Buy |
4,143
+478
| +13% | +$182K | 0.77% | 24 |
|
|
2018
Q4 | $1.18M | Buy |
+3,665
| New | +$1.18M | 0.72% | 33 |
|