CBFP
Cedar Brook Financial Partners’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,024
| Closed | -$351K | – | 95 |
|
|
2024
Q1 | $351K | Sell |
7,024
-61
| -0.9% | -$3.04K | 0.07% | 281 |
|
|
2023
Q4 | $357K | Sell |
7,085
-170
| -2% | -$8.58K | 0.08% | 251 |
|
|
2023
Q3 | $390K | Sell |
7,255
-2,214
| -23% | -$119K | 0.1% | 207 |
|
|
2023
Q2 | $490K | Buy |
9,469
+101
| +1% | +$5.23K | 0.12% | 186 |
|
|
2023
Q1 | $490K | Buy |
9,368
+1,086
| +13% | +$56.8K | 0.13% | 186 |
|
|
2022
Q4 | $395K | Buy |
8,282
+58
| +0.7% | +$2.76K | 0.11% | 206 |
|
|
2022
Q3 | $329K | Buy |
8,224
+867
| +12% | +$34.7K | 0.11% | 222 |
|
|
2022
Q2 | $314K | Sell |
7,357
-938
| -11% | -$40K | 0.1% | 233 |
|
|
2022
Q1 | $463K | Buy |
8,295
+2,058
| +33% | +$115K | 0.12% | 194 |
|
|
2021
Q4 | $395K | Buy |
6,237
+1,333
| +27% | +$84.4K | 0.1% | 217 |
|
|
2021
Q3 | $267K | Sell |
4,904
-3,487
| -42% | -$190K | 0.08% | 272 |
|
|
2021
Q2 | $445K | Buy |
8,391
+2,610
| +45% | +$138K | 0.13% | 192 |
|
|
2021
Q1 | $299K | Buy |
5,781
+326
| +6% | +$16.9K | 0.1% | 225 |
|
|
2020
Q4 | $244K | Sell |
5,455
-1,329
| -20% | -$59.4K | 0.09% | 262 |
|
|
2020
Q3 | $267K | Buy |
6,784
+72
| +1% | +$2.83K | 0.1% | 220 |
|
|
2020
Q2 | $313K | Buy |
6,712
+216
| +3% | +$10.1K | 0.14% | 182 |
|
|
2020
Q1 | $255K | Sell |
6,496
-616
| -9% | -$24.2K | 0.14% | 189 |
|
|
2019
Q4 | $341K | Sell |
7,112
-948
| -12% | -$45.5K | 0.14% | 185 |
|
|
2019
Q3 | $398K | Sell |
8,060
-1,022
| -11% | -$50.5K | 0.18% | 176 |
|
|
2019
Q2 | $497K | Sell |
9,082
-718
| -7% | -$39.3K | 0.23% | 143 |
|
|
2019
Q1 | $529K | Buy |
9,800
+504
| +5% | +$27.2K | 0.26% | 130 |
|
|
2018
Q4 | $403K | Buy |
+9,296
| New | +$403K | 0.24% | 136 |
|