Bleakley Financial Group’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,320
| Closed | -$404K | – | 582 |
|
|
2024
Q4 | $404K | Sell |
2,320
-729
| -24% | -$127K | 0.01% | 677 |
|
|
2024
Q3 | $690K | Buy |
3,049
+140
| +5% | +$31.7K | 0.02% | 501 |
|
|
2024
Q2 | $651K | Sell |
2,909
-6
| -0.2% | -$1.34K | 0.02% | 519 |
|
|
2024
Q1 | $745K | Buy |
2,915
+8
| +0.3% | +$2.05K | 0.02% | 502 |
|
|
2023
Q4 | $661K | Buy |
2,907
+65
| +2% | +$14.8K | 0.02% | 509 |
|
|
2023
Q3 | $573K | Sell |
2,842
-1,854
| -39% | -$374K | 0.02% | 511 |
|
|
2023
Q2 | $862K | Sell |
4,696
-9
| -0.2% | -$1.65K | 0.03% | 438 |
|
|
2023
Q1 | $917K | Sell |
4,705
-158
| -3% | -$30.8K | 0.03% | 411 |
|
|
2022
Q4 | $868K | Buy |
+4,863
| New | +$868K | 0.03% | 406 |
|