Advisornet Financial’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $157K | Buy |
878
+4
| +0.5% | +$714 | 0.01% | 635 |
|
|
2025
Q1 | $140K | Hold |
874
| – | – | 0.01% | 629 |
|
|
2024
Q4 | $152K | Sell |
874
-14
| -2% | -$2.44K | 0.01% | 568 |
|
|
2024
Q3 | $201K | Buy |
888
+876
| +7,300% | +$198K | 0.02% | 522 |
|
|
2024
Q2 | $2.72K | Hold |
12
| – | – | ﹤0.01% | 1562 |
|
|
2024
Q1 | $3.1K | Sell |
12
-881
| -99% | -$228K | ﹤0.01% | 1525 |
|
|
2023
Q4 | $203K | Buy |
893
+12
| +1% | +$2.73K | 0.02% | 466 |
|
|
2023
Q3 | $178K | Sell |
881
-29
| -3% | -$5.85K | 0.02% | 475 |
|
|
2023
Q2 | $167K | Sell |
910
-28
| -3% | -$5.14K | 0.01% | 517 |
|
|
2023
Q1 | $183K | Buy |
938
+2
| +0.2% | +$390 | 0.02% | 481 |
|
|
2022
Q4 | $167K | Buy |
936
+14
| +2% | +$2.5K | 0.02% | 506 |
|
|
2022
Q3 | $144K | Buy |
922
+24
| +3% | +$3.75K | 0.01% | 570 |
|
|
2022
Q2 | $141K | Buy |
898
+10
| +1% | +$1.57K | 0.01% | 573 |
|
|
2022
Q1 | $159K | Buy |
888
+7
| +0.8% | +$1.25K | 0.01% | 609 |
|
|
2021
Q4 | $180K | Hold |
881
| – | – | 0.01% | 625 |
|
|
2021
Q3 | $160K | Sell |
881
-350
| -28% | -$63.6K | 0.01% | 644 |
|
|
2021
Q2 | $215K | Hold |
1,231
| – | – | 0.01% | 573 |
|
|
2021
Q1 | $204K | Buy |
1,231
+10
| +0.8% | +$1.66K | 0.01% | 554 |
|
|
2020
Q4 | $161K | Hold |
1,221
| – | – | 0.01% | 554 |
|
|
2020
Q3 | $146K | Hold |
1,221
| – | – | 0.01% | 566 |
|
|
2020
Q2 | $142K | Hold |
1,221
| – | – | 0.01% | 576 |
|
|
2020
Q1 | $114K | Buy |
1,221
+848
| +227% | +$79.2K | 0.01% | 580 |
|
|
2019
Q4 | $53K | Sell |
373
-512
| -58% | -$72.8K | ﹤0.01% | 872 |
|
|
2019
Q3 | $109K | Buy |
885
+512
| +137% | +$63.1K | 0.01% | 648 |
|
|
2019
Q2 | $41K | Hold |
373
| – | – | ﹤0.01% | 860 |
|
|
2019
Q1 | $36K | Sell |
373
-6
| -2% | -$579 | ﹤0.01% | 825 |
|
|
2018
Q4 | $31K | Sell |
379
-94
| -20% | -$7.69K | ﹤0.01% | 805 |
|
|
2018
Q3 | $42K | Hold |
473
| – | – | 0.01% | 769 |
|
|
2018
Q2 | $38K | Sell |
473
-500
| -51% | -$40.2K | 0.01% | 783 |
|
|
2018
Q1 | $68K | Sell |
973
-47
| -5% | -$3.29K | 0.01% | 619 |
|
|
2017
Q4 | $71K | Buy |
+1,020
| New | +$71K | 0.01% | 560 |
|