CBFP
BR icon

Cedar Brook Financial Partners’s Broadridge BR Stock Holding History

Cedar Brook Financial Partners’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,081
Closed -$221K – 64
2024
Q1 		$221K Sell
1,081
-12
-1% -$2.46K 0.04% 397
2023
Q4 		$220K Buy
+1,093
New +$220K 0.05% 365