CMA
Cedar Mountain Advisors’s Broadridge BR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $901K | Buy |
3,709
+13
| +0.4% | +$3.16K | 0.19% | 31 |
|
|
2025
Q1 | $896K | Buy |
3,696
+14
| +0.4% | +$3.39K | 0.2% | 32 |
|
|
2024
Q4 | $832K | Buy |
3,682
+15
| +0.4% | +$3.39K | 0.18% | 34 |
|
|
2024
Q3 | $789K | Buy |
3,667
+2
| +0.1% | +$430 | 0.18% | 34 |
|
|
2024
Q2 | $722K | Sell |
3,665
-8
| -0.2% | -$1.58K | 0.18% | 27 |
|
|
2024
Q1 | $752K | Buy |
3,673
+2
| +0.1% | +$410 | 0.19% | 28 |
|
|
2023
Q4 | $755K | Buy |
3,671
+3
| +0.1% | +$617 | 0.2% | 25 |
|
|
2023
Q3 | $657K | Sell |
3,668
-69
| -2% | -$12.4K | 0.19% | 27 |
|
|
2023
Q2 | $619K | Buy |
3,737
+3
| +0.1% | +$497 | 0.18% | 28 |
|
|
2023
Q1 | $547K | Buy |
3,734
+3
| +0.1% | +$440 | 0.16% | 29 |
|
|
2022
Q4 | $500K | Buy |
3,731
+2
| +0.1% | +$268 | 0.16% | 27 |
|
|
2022
Q3 | $538K | Buy |
3,729
+3
| +0.1% | +$433 | 0.18% | 26 |
|
|
2022
Q2 | $531K | Buy |
3,726
+2
| +0.1% | +$285 | 0.18% | 26 |
|
|
2022
Q1 | $580K | Buy |
3,724
+2
| +0.1% | +$311 | 0.17% | 27 |
|
|
2021
Q4 | $680K | Buy |
3,722
+3
| +0.1% | +$548 | 0.21% | 21 |
|
|
2021
Q3 | $620K | Sell |
3,719
-13
| -0.3% | -$2.17K | 0.21% | 22 |
|
|
2021
Q2 | $603K | Sell |
3,732
-1,634
| -30% | -$264K | 0.2% | 22 |
|
|
2021
Q1 | $821K | Buy |
5,366
+2
| +0% | +$306 | 0.28% | 19 |
|
|
2020
Q4 | $822K | Buy |
5,364
+2
| +0% | +$306 | 0.29% | 19 |
|
|
2020
Q3 | $708K | Buy |
5,362
+3
| +0.1% | +$396 | 0.29% | 20 |
|
|
2020
Q2 | $676K | Buy |
5,359
+2
| +0% | +$252 | 0.29% | 18 |
|
|
2020
Q1 | $508K | Buy |
5,357
+3
| +0.1% | +$284 | 0.25% | 18 |
|
|
2019
Q4 | $662K | Buy |
+5,354
| New | +$662K | 0.27% | 16 |
|