Carolinas Wealth Consulting’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-253
| Closed | -$40.5K | – | 140 |
|
|
2025
Q1 | $40.5K | Sell |
253
-1,193
| -83% | -$191K | 0.01% | 377 |
|
|
2024
Q4 | $252K | Sell |
1,446
-79
| -5% | -$13.7K | 0.05% | 167 |
|
|
2024
Q3 | $345K | Hold |
1,525
| – | – | 0.06% | 139 |
|
|
2024
Q2 | $341K | Sell |
1,525
-1
| -0.1% | -$224 | 0.07% | 134 |
|
|
2024
Q1 | $390K | Buy |
1,526
+1
| +0.1% | +$256 | 0.08% | 115 |
|
|
2023
Q4 | $347K | Hold |
1,525
| – | – | 0.08% | 113 |
|
|
2023
Q3 | $306K | Sell |
1,525
-52
| -3% | -$10.4K | 0.08% | 114 |
|
|
2023
Q2 | $289K | Buy |
1,577
+4
| +0.3% | +$734 | 0.06% | 146 |
|
|
2023
Q1 | $307K | Hold |
1,573
| – | – | 0.07% | 135 |
|
|
2022
Q4 | $281K | Buy |
1,573
+48
| +3% | +$8.57K | 0.06% | 137 |
|
|
2022
Q3 | $238K | Hold |
1,525
| – | – | 0.06% | 136 |
|
|
2022
Q2 | $240K | Hold |
1,525
| – | – | 0.06% | 140 |
|
|
2022
Q1 | $273K | Sell |
1,525
-9
| -0.6% | -$1.61K | 0.06% | 138 |
|
|
2021
Q4 | $314K | Buy |
1,534
+444
| +41% | +$90.9K | 0.07% | 129 |
|
|
2021
Q3 | $198K | Sell |
1,090
-190
| -15% | -$34.5K | 0.05% | 160 |
|
|
2021
Q2 | $224K | Sell |
1,280
-30
| -2% | -$5.25K | 0.05% | 157 |
|
|
2021
Q1 | $217K | Hold |
1,310
| – | – | 0.05% | 155 |
|
|
2020
Q4 | $173K | Sell |
1,310
-66
| -5% | -$8.72K | 0.05% | 163 |
|
|
2020
Q3 | $165K | Buy |
1,376
+1,331
| +2,958% | +$160K | 0.06% | 146 |
|
|
2020
Q2 | $5K | Buy |
+45
| New | +$5K | ﹤0.01% | 391 |
|