Berman Capital Advisors’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $51K | Buy |
283
+13
| +5% | +$2.34K | 0.01% | 662 |
|
|
2021
Q2 | $47K | Buy |
270
+39
| +17% | +$6.79K | 0.01% | 609 |
|
|
2021
Q1 | $38K | Sell |
231
-109
| -32% | -$17.9K | 0.01% | 579 |
|
|
2020
Q4 | $44K | Buy |
340
+202
| +146% | +$26.1K | 0.01% | 434 |
|
|
2020
Q3 | $16K | Sell |
138
-16
| -10% | -$1.86K | ﹤0.01% | 647 |
|
|
2020
Q2 | $17K | Sell |
154
-119
| -44% | -$13.1K | ﹤0.01% | 587 |
|
|
2020
Q1 | $25K | Sell |
273
-4
| -1% | -$366 | 0.01% | 436 |
|
|
2019
Q4 | $39K | Hold |
277
| – | – | 0.01% | 367 |
|
|
2019
Q3 | $34K | Hold |
277
| – | – | 0.01% | 370 |
|
|
2019
Q2 | $30K | Buy |
277
+173
| +166% | +$18.7K | 0.01% | 406 |
|
|
2019
Q1 | $10K | Buy |
104
+67
| +181% | +$6.44K | ﹤0.01% | 650 |
|
|
2018
Q4 | $2K | Buy |
+37
| New | +$2K | ﹤0.01% | 850 |
|