Avion Wealth’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3K | Buy |
+21
| New | +$3K | ﹤0.01% | 705 |
|
|
2024
Q4 | – | Sell |
-4
| Closed | – | – | 1033 |
|
|
2024
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 1036 |
|
|
2024
Q2 | $0 | Sell |
4
-2
| -33% | – | ﹤0.01% | 949 |
|
|
2024
Q1 | $2K | Buy |
+6
| New | +$2K | ﹤0.01% | 646 |
|
|
2023
Q4 | – | Sell |
-14
| Closed | -$2K | – | 1100 |
|
|
2023
Q3 | $2K | Buy |
+14
| New | +$2K | ﹤0.01% | 462 |
|
|
2023
Q2 | – | Sell |
-3
| Closed | – | – | 746 |
|
|
2023
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 559 |
|