Blue Bell Private Wealth Management’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-124
| Closed | -$24.2K | – | 682 |
|
|
2023
Q1 | $24.2K | Sell |
124
-50
| -29% | -$9.74K | 0.01% | 299 |
|
|
2022
Q4 | $31.1K | Hold |
174
| – | – | 0.01% | 262 |
|
|
2022
Q3 | $27K | Hold |
174
| – | – | 0.01% | 264 |
|
|
2022
Q2 | $27K | Sell |
174
-10
| -5% | -$1.55K | 0.01% | 270 |
|
|
2022
Q1 | $33K | Hold |
184
| – | – | 0.01% | 258 |
|
|
2021
Q4 | $38K | Buy |
+184
| New | +$38K | 0.01% | 226 |
|