Abound Wealth Management’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.85K | Sell |
27
-14
| -34% | -$2.51K | ﹤0.01% | 577 |
|
|
2025
Q1 | $6.59K | Sell |
41
-12
| -23% | -$1.93K | ﹤0.01% | 482 |
|
|
2024
Q4 | $9.25K | Buy |
53
+9
| +20% | +$1.57K | ﹤0.01% | 397 |
|
|
2024
Q3 | $9.99K | Buy |
44
+1
| +2% | +$227 | ﹤0.01% | 410 |
|
|
2024
Q2 | $9.66K | Sell |
43
-3
| -7% | -$674 | ﹤0.01% | 378 |
|
|
2024
Q1 | $11.8K | Buy |
46
+1
| +2% | +$257 | ﹤0.01% | 339 |
|
|
2023
Q4 | $10.2K | Buy |
45
+2
| +5% | +$453 | ﹤0.01% | 368 |
|
|
2023
Q3 | $8.69K | Buy |
43
+8
| +23% | +$1.62K | ﹤0.01% | 360 |
|
|
2023
Q2 | $6.43K | Buy |
35
+19
| +119% | +$3.49K | ﹤0.01% | 432 |
|
|
2023
Q1 | $3.12K | Hold |
16
| – | – | ﹤0.01% | 515 |
|
|
2022
Q4 | $2.86K | Buy |
16
+8
| +100% | +$1.43K | ﹤0.01% | 473 |
|
|
2022
Q3 | $1.25K | Buy |
+8
| New | +$1.25K | ﹤0.01% | 570 |
|