CBFP
Cedar Brook Financial Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,482
| Closed | -$446K | – | 93 |
|
|
2024
Q1 | $446K | Buy |
1,482
+6
| +0.4% | +$1.81K | 0.09% | 225 |
|
|
2023
Q4 | $401K | Buy |
+1,476
| New | +$401K | 0.09% | 229 |
|
|
2022
Q1 | – | Sell |
-901
| Closed | -$229K | – | 383 |
|
|
2021
Q4 | $229K | Buy |
901
+138
| +18% | +$35.1K | 0.06% | 332 |
|
|
2021
Q3 | $207K | Buy |
+763
| New | +$207K | 0.06% | 326 |
|
|
2021
Q1 | – | Sell |
-1,160
| Closed | -$258K | – | 324 |
|
|
2020
Q4 | $258K | Sell |
1,160
-418
| -26% | -$93K | 0.09% | 245 |
|
|
2020
Q3 | $397K | Sell |
1,578
-230
| -13% | -$57.9K | 0.16% | 162 |
|
|
2020
Q2 | $339K | Sell |
1,808
-3
| -0.2% | -$563 | 0.15% | 174 |
|
|
2020
Q1 | $261K | Buy |
1,811
+512
| +39% | +$73.8K | 0.14% | 185 |
|
|
2019
Q4 | $211K | Sell |
1,299
-273
| -17% | -$44.3K | 0.09% | 263 |
|
|
2019
Q3 | $233K | Buy |
1,572
+182
| +13% | +$27K | 0.1% | 245 |
|
|
2019
Q2 | $211K | Buy |
1,390
+110
| +9% | +$16.7K | 0.1% | 275 |
|
|
2019
Q1 | $203K | Buy |
+1,280
| New | +$203K | 0.1% | 270 |
|