Capital Advisors Ltd’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17K | Buy |
96
+70
| +269% | +$12.4K | ﹤0.01% | 664 |
|
|
2025
Q1 | $4K | Sell |
26
-17
| -40% | -$2.62K | ﹤0.01% | 939 |
|
|
2024
Q4 | $7K | Hold |
43
| – | – | ﹤0.01% | 852 |
|
|
2024
Q3 | $10K | Buy |
43
+2
| +5% | +$465 | ﹤0.01% | 767 |
|
|
2024
Q2 | $9K | Sell |
41
-3
| -7% | -$659 | ﹤0.01% | 763 |
|
|
2024
Q1 | $11K | Buy |
44
+3
| +7% | +$750 | ﹤0.01% | 690 |
|
|
2023
Q4 | $9K | Hold |
41
| – | – | ﹤0.01% | 701 |
|
|
2023
Q3 | $8K | Hold |
41
| – | – | ﹤0.01% | 719 |
|
|
2023
Q2 | $8K | Sell |
41
-30
| -42% | -$5.85K | ﹤0.01% | 726 |
|
|
2023
Q1 | $14K | Sell |
71
-5
| -7% | -$986 | ﹤0.01% | 496 |
|
|
2022
Q4 | $14K | Buy |
76
+49
| +181% | +$9.03K | ﹤0.01% | 501 |
|
|
2022
Q3 | $4K | Buy |
+27
| New | +$4K | ﹤0.01% | 662 |
|
|
2022
Q1 | – | Sell |
-3
| Closed | -$1K | – | 932 |
|
|
2021
Q4 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 627 |
|