BerganKDV Wealth Management’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-36
| Closed | -$6K | – | 1053 |
|
|
2022
Q3 | $6K | Hold |
36
| – | – | ﹤0.01% | 642 |
|
|
2022
Q2 | $6K | Hold |
36
| – | – | ﹤0.01% | 663 |
|
|
2022
Q1 | $6K | Hold |
36
| – | – | ﹤0.01% | 683 |
|
|
2021
Q4 | $7K | Hold |
36
| – | – | ﹤0.01% | 719 |
|
|
2021
Q3 | $7K | Buy |
+36
| New | +$7K | ﹤0.01% | 690 |
|