CBFP
Cedar Brook Financial Partners’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,002
| Closed | -$230K | – | 391 |
|
|
2023
Q2 | $230K | Buy |
3,002
+3
| +0.1% | +$230 | 0.05% | 340 |
|
|
2023
Q1 | $256K | Sell |
2,999
-77
| -3% | -$6.58K | 0.07% | 298 |
|
|
2022
Q4 | $258K | Buy |
+3,076
| New | +$258K | 0.07% | 288 |
|
|
2020
Q1 | – | Sell |
-15,567
| Closed | -$834K | – | 262 |
|
|
2019
Q4 | $834K | Sell |
15,567
-955
| -6% | -$51.2K | 0.35% | 78 |
|
|
2019
Q3 | $911K | Sell |
16,522
-78
| -0.5% | -$4.3K | 0.4% | 77 |
|
|
2019
Q2 | $872K | Sell |
16,600
-42
| -0.3% | -$2.21K | 0.4% | 76 |
|
|
2019
Q1 | $861K | Buy |
16,642
+705
| +4% | +$36.5K | 0.42% | 71 |
|
|
2018
Q4 | $621K | Buy |
+15,937
| New | +$621K | 0.38% | 84 |
|