Cassady Schiller Wealth Management’s CDW CDW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$870	Buy	+5	New	+$870	﹤0.01%	830
2022 Q1	–	Sell	-2	Closed	–	–	184
2021 Q4	$0	Buy	+2	New	–	﹤0.01%	557