CBFP
Cedar Brook Financial Partners’s SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-24,823
| Closed | -$718K | – | 420 |
|
|
2023
Q1 | $718K | Buy |
+24,823
| New | +$718K | 0.18% | 129 |
|
|
2020
Q3 | – | Sell |
-23,882
| Closed | -$793K | – | 307 |
|
|
2020
Q2 | $793K | Buy |
+23,882
| New | +$793K | 0.35% | 82 |
|
|
2019
Q3 | – | Sell |
-7,245
| Closed | -$448K | – | 320 |
|
|
2019
Q2 | $448K | Buy |
+7,245
| New | +$448K | 0.21% | 157 |
|