CBFP
Cedar Brook Financial Partners’s Royal Gold RGLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,805
| Closed | -$220K | – | 313 |
|
|
2024
Q1 | $220K | Buy |
1,805
+102
| +6% | +$12.4K | 0.04% | 398 |
|
|
2023
Q4 | $206K | Buy |
+1,703
| New | +$206K | 0.05% | 392 |
|
|
2023
Q2 | – | Sell |
-1,682
| Closed | -$218K | – | 419 |
|
|
2023
Q1 | $218K | Buy |
+1,682
| New | +$218K | 0.06% | 342 |
|
|
2022
Q2 | – | Sell |
-1,677
| Closed | -$237K | – | 384 |
|
|
2022
Q1 | $237K | Buy |
+1,677
| New | +$237K | 0.06% | 322 |
|
|
2020
Q4 | – | Sell |
-1,757
| Closed | -$211K | – | 336 |
|
|
2020
Q3 | $211K | Sell |
1,757
-48
| -3% | -$5.76K | 0.08% | 267 |
|
|
2020
Q2 | $224K | Buy |
+1,805
| New | +$224K | 0.1% | 240 |
|
|
2020
Q1 | – | Sell |
-1,851
| Closed | -$226K | – | 286 |
|
|
2019
Q4 | $226K | Buy |
1,851
+119
| +7% | +$14.5K | 0.1% | 255 |
|
|
2019
Q3 | $213K | Buy |
+1,732
| New | +$213K | 0.09% | 272 |
|