Atria Wealth Solutions’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,534
| Closed | -$299K | – | 1874 |
|
|
2023
Q1 | $299K | Sell |
1,534
-4,067
| -73% | -$792K | ﹤0.01% | 1413 |
|
|
2022
Q4 | $1M | Buy |
5,601
+1,082
| +24% | +$193K | 0.02% | 742 |
|
|
2022
Q3 | $705K | Sell |
4,519
-1,207
| -21% | -$188K | 0.01% | 854 |
|
|
2022
Q2 | $903K | Buy |
+5,726
| New | +$903K | 0.02% | 718 |
|