CBFP
Cedar Brook Financial Partners’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,509
| Closed | -$292K | – | 406 |
|
|
2022
Q4 | $292K | Buy |
+7,509
| New | +$292K | 0.08% | 272 |
|
|
2020
Q4 | – | Sell |
-28,362
| Closed | -$857K | – | 338 |
|
|
2020
Q3 | $857K | Buy |
28,362
+1,257
| +5% | +$38K | 0.34% | 80 |
|
|
2020
Q2 | $786K | Buy |
27,105
+13,258
| +96% | +$384K | 0.35% | 83 |
|
|
2020
Q1 | $358K | Sell |
13,847
-37,082
| -73% | -$959K | 0.2% | 150 |
|
|
2019
Q4 | $1.78M | Buy |
50,929
+20,117
| +65% | +$702K | 0.76% | 30 |
|
|
2019
Q3 | $985K | Buy |
+30,812
| New | +$985K | 0.43% | 72 |
|