CBFP
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Cedar Brook Financial Partners’s Philips PHG Stock Holding History

Cedar Brook Financial Partners’s Portfolio PHG Stock Details PHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-5,625
Closed -$206K – 390
2021
Q3 		$206K Sell
5,625
-891
-14% -$33.9K 0.06% 328
2021
Q2 		$267K Buy
6,516
+178
+3% +$8.23K 0.08% 296
2021
Q1 		$293K Buy
6,338
+787
+14% +$35.7K 0.1% 227
2020
Q4 		$244K Buy
+5,551
New +$229K 0.09% 263
2020
Q3 		– Sell
-6,946
Closed -$264K – 305
2020
Q2 		$264K Buy
+6,946
New +$242K 0.12% 213
2020
Q1 		– Sell
-5,429
Closed -$211K – 283
2019
Q4 		$211K Buy
+5,429
New +$196K 0.09% 265

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