Aft Forsyth & Sober’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,500
| Closed | -$1.48M | – | 72 |
|
|
2024
Q4 | $1.48M | Hold |
8,500
| – | – | 0.48% | 55 |
|
|
2024
Q3 | $1.92M | Hold |
8,500
| – | – | 0.63% | 45 |
|
|
2024
Q2 | $1.9M | Hold |
8,500
| – | – | 0.65% | 43 |
|
|
2024
Q1 | $2.17M | Hold |
8,500
| – | – | 0.77% | 40 |
|
|
2023
Q4 | $1.93M | Hold |
8,500
| – | – | 0.74% | 40 |
|
|
2023
Q3 | $1.71M | Hold |
8,500
| – | – | 0.72% | 37 |
|
|
2023
Q2 | $1.56M | Hold |
8,500
| – | – | 0.65% | 42 |
|
|
2023
Q1 | $1.66M | Hold |
8,500
| – | – | 0.84% | 34 |
|
|
2022
Q4 | $1.52M | Hold |
8,500
| – | – | 0.68% | 39 |
|
|
2022
Q3 | $1.33M | Hold |
8,500
| – | – | 0.65% | 44 |
|
|
2022
Q2 | $1.34M | Hold |
8,500
| – | – | 0.62% | 45 |
|
|
2022
Q1 | $1.52M | Hold |
8,500
| – | – | 0.6% | 45 |
|
|
2021
Q4 | $1.74M | Hold |
8,500
| – | – | 0.61% | 38 |
|
|
2021
Q3 | $1.55M | Buy |
+8,500
| New | +$1.55M | 0.58% | 47 |
|