CBFP
Cedar Brook Financial Partners’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,223
| Closed | -$212K | – | 15 |
|
|
2024
Q2 | $212K | Sell |
1,223
-7,023
| -85% | -$1.21M | 1.59% | 24 |
|
|
2024
Q1 | $1.57M | Buy |
8,246
+42
| +0.5% | +$8.02K | 0.31% | 78 |
|
|
2023
Q4 | $1.33M | Sell |
8,204
-735
| -8% | -$119K | 0.3% | 87 |
|
|
2023
Q3 | $1.25M | Sell |
8,939
-308
| -3% | -$43.2K | 0.33% | 80 |
|
|
2023
Q2 | $1.24M | Buy |
9,247
+492
| +6% | +$65.8K | 0.29% | 86 |
|
|
2023
Q1 | $1.15M | Buy |
8,755
+182
| +2% | +$23.9K | 0.29% | 87 |
|
|
2022
Q4 | $1.21M | Buy |
8,573
+17
| +0.2% | +$2.4K | 0.34% | 78 |
|
|
2022
Q3 | $1.02M | Buy |
8,556
+447
| +6% | +$53.1K | 0.33% | 80 |
|
|
2022
Q2 | $1.15M | Buy |
8,109
+19
| +0.2% | +$2.68K | 0.36% | 75 |
|
|
2022
Q1 | $1.05M | Buy |
8,090
+91
| +1% | +$11.8K | 0.27% | 85 |
|
|
2021
Q4 | $1.07M | Buy |
7,999
+296
| +4% | +$39.6K | 0.27% | 90 |
|
|
2021
Q3 | $1.07M | Sell |
7,703
-22
| -0.3% | -$3.06K | 0.32% | 82 |
|
|
2021
Q2 | $1.13M | Buy |
7,725
+268
| +4% | +$39.3K | 0.33% | 82 |
|
|
2021
Q1 | $994K | Sell |
7,457
-1,694
| -19% | -$226K | 0.34% | 73 |
|
|
2020
Q4 | $1.15M | Buy |
9,151
+1,515
| +20% | +$191K | 0.41% | 64 |
|
|
2020
Q3 | $929K | Sell |
7,636
-4
| -0.1% | -$487 | 0.36% | 71 |
|
|
2020
Q2 | $923K | Buy |
7,640
+209
| +3% | +$25.3K | 0.41% | 65 |
|
|
2020
Q1 | $824K | Buy |
7,431
+1,154
| +18% | +$128K | 0.46% | 64 |
|
|
2019
Q4 | $841K | Sell |
6,277
-1,433
| -19% | -$192K | 0.36% | 77 |
|
|
2019
Q3 | $1.12M | Buy |
7,710
+2,753
| +56% | +$400K | 0.49% | 56 |
|
|
2019
Q2 | $684K | Buy |
4,957
+47
| +1% | +$6.49K | 0.32% | 99 |
|
|
2019
Q1 | $693K | Buy |
4,910
+262
| +6% | +$37K | 0.34% | 88 |
|
|
2018
Q4 | $528K | Buy |
+4,648
| New | +$528K | 0.32% | 101 |
|