180 Wealth Advisors’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,623
| Closed | -$367K | – | 438 |
|
|
2024
Q3 | $367K | Sell |
1,623
-358
| -18% | -$81K | 0.06% | 294 |
|
|
2024
Q2 | $443K | Buy |
+1,981
| New | +$443K | 0.07% | 243 |
|
|
2023
Q2 | – | Sell |
-1,343
| Closed | -$262K | – | 371 |
|
|
2023
Q1 | $262K | Buy |
+1,343
| New | +$262K | 0.06% | 289 |
|
|
2021
Q4 | – | Sell |
-1,326
| Closed | -$236K | – | 379 |
|
|
2021
Q3 | $236K | Buy |
+1,326
| New | +$236K | 0.05% | 327 |
|