Capital Investment Advisors’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 |
-5,948
| Closed | -$1.35M | – | 676 |
|
|
2024
Q3 | $1.35M | Buy |
5,948
+1,015
| +21% | +$230K | 0.03% | 265 |
|
|
2024
Q2 | $1.1M | Buy |
4,933
+807
| +20% | +$181K | 0.03% | 275 |
|
|
2024
Q1 | $1.06M | Buy |
4,126
+1,587
| +63% | +$406K | 0.02% | 283 |
|
|
2023
Q4 | $577K | Buy |
2,539
+993
| +64% | +$226K | 0.01% | 356 |
|
|
2023
Q3 | $312K | Buy |
1,546
+405
| +35% | +$81.7K | 0.01% | 439 |
|
|
2023
Q2 | $209K | Buy |
1,141
+71
| +7% | +$13K | 0.01% | 500 |
|
|
2023
Q1 | $209K | Buy |
+1,070
| New | +$209K | 0.01% | 513 |
|