Caldwell Trust’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $177K | Hold |
990
|
|
||||
|
2025
Q1 | $159K | Hold |
990
|
|
||||
|
2024
Q4 | $172K | Hold |
990
|
|
||||
|
2024
Q3 | $224K | Hold |
990
|
|
||||
|
2024
Q2 | $222K | Hold |
990
|
|
||||
|
2024
Q1 | $253K | Hold |
990
|
|
||||
|
2023
Q4 | $225K | Hold |
990
|
|
||||
|
2023
Q3 | $200K | Sell |
990
-200
|
|
||||
|
2023
Q2 | $218K | Hold |
1,190
|
|
||||
|
2023
Q1 | $232K | Hold |
1,190
|
|
||||
|
2022
Q4 | $213K | Hold |
1,190
|
|
||||
|
2022
Q3 | $186K | Hold |
1,190
|
|
||||
|
2022
Q2 | $187K | Hold |
1,190
|
|
||||
|
2022
Q1 | $213K | Hold |
1,190
|
|
||||
|
2021
Q4 | $244K | Buy |
1,190
+130
|
|
||||
|
2021
Q3 | $193K | Hold |
1,060
|
|
||||
|
2021
Q2 | $185K | Sell |
1,060
-141
|
|
||||
|
2021
Q1 | $199K | Hold |
1,201
|
|
||||
|
2020
Q4 | $158K | Hold |
1,201
|
|
||||
|
2020
Q3 | $144K | Hold |
1,201
|
|
||||
|
2020
Q2 | $140K | Hold |
1,201
|
|
||||
|
2020
Q1 | $112K | Sell |
1,201
-115
|
|
||||
|
2019
Q4 | $188K | Buy |
+1,316
|
|