Carolinas Wealth Consulting’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $40.5K | Sell |
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|
2024
Q4 | $252K | Sell |
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|
2024
Q3 | $345K | Hold |
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|
2024
Q2 | $341K | Sell |
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|
2024
Q1 | $390K | Buy |
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|
2023
Q4 | $347K | Hold |
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|
2023
Q3 | $306K | Sell |
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|
2023
Q2 | $289K | Buy |
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|
2023
Q1 | $307K | Hold |
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|
2022
Q4 | $281K | Buy |
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|
2022
Q3 | $238K | Hold |
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|
2022
Q2 | $240K | Hold |
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|
2022
Q1 | $273K | Sell |
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|
2021
Q4 | $314K | Buy |
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|
2021
Q3 | $198K | Sell |
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|
2021
Q2 | $224K | Sell |
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|
2021
Q1 | $217K | Hold |
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|
2020
Q4 | $173K | Sell |
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|
2020
Q3 | $165K | Buy |
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|
2020
Q2 | $5K | Buy |
|