Balboa Wealth Partners’s CDW CDW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$223K	Buy	+1,251	New	+$223K	0.04%	305
2025 Q1	–	Sell	-1,158	Closed	-$202K	–	335
2024 Q4	$202K	Hold	1,158	–	–	0.05%	276
2024 Q3	$262K	Hold	1,158	–	–	0.07%	204
2024 Q2	$259K	Buy	+1,158	New	+$259K	0.07%	214