Buckley Wealth Management’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,028
| Closed | -$685K | – | 103 |
|
|
2024
Q3 | $685K | Buy |
3,028
+124
| +4% | +$28.1K | 0.21% | 74 |
|
|
2024
Q2 | $650K | Sell |
2,904
-7
| -0.2% | -$1.57K | 0.21% | 72 |
|
|
2024
Q1 | $745K | Sell |
2,911
-82
| -3% | -$21K | 0.24% | 69 |
|
|
2023
Q4 | $680K | Sell |
2,993
-23
| -0.8% | -$5.23K | 0.24% | 72 |
|
|
2023
Q3 | $609K | Sell |
3,016
-833
| -22% | -$168K | 0.23% | 73 |
|
|
2023
Q2 | $706K | Buy |
3,849
+250
| +7% | +$45.9K | 0.24% | 74 |
|
|
2023
Q1 | $701K | Sell |
3,599
-91
| -2% | -$17.7K | 0.26% | 69 |
|
|
2022
Q4 | $659K | Buy |
3,690
+34
| +0.9% | +$6.07K | 0.24% | 70 |
|
|
2022
Q3 | $571K | Sell |
3,656
-1,513
| -29% | -$236K | 0.21% | 78 |
|
|
2022
Q2 | $814K | Sell |
5,169
-109
| -2% | -$17.2K | 0.26% | 69 |
|
|
2022
Q1 | $944K | Buy |
5,278
+1,620
| +44% | +$290K | 0.26% | 74 |
|
|
2021
Q4 | $749K | Buy |
3,658
+2,194
| +150% | +$449K | 0.22% | 82 |
|
|
2021
Q3 | $266K | Buy |
1,464
+277
| +23% | +$50.3K | 0.09% | 116 |
|
|
2021
Q2 | $207K | Buy |
+1,187
| New | +$207K | 0.07% | 124 |
|