Capital Directions Investment Advisors’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-175
| Closed | -$32K | – | 87 |
|
|
2021
Q3 | $32K | Hold |
175
| – | – | 0.01% | 163 |
|
|
2021
Q2 | $31K | Buy |
+175
| New | +$31K | 0.01% | 143 |
|
|
2020
Q2 | – | Sell |
-403
| Closed | -$38K | – | 211 |
|
|
2020
Q1 | $38K | Hold |
403
| – | – | 0.02% | 124 |
|
|
2019
Q4 | $58K | Hold |
403
| – | – | 0.02% | 122 |
|
|
2019
Q3 | $50K | Buy |
+403
| New | +$50K | 0.02% | 128 |
|