Cetera Advisors’s CDW CDW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $516K | Buy |
2,016
+437
| +28% | +$112K | ﹤0.01% | 1579 |
|
2023
Q4 | $359K | Buy |
1,579
+51
| +3% | +$11.6K | 0.01% | 1316 |
|
2023
Q3 | $308K | Sell |
1,528
-3
| -0.2% | -$605 | ﹤0.01% | 1306 |
|
2023
Q2 | $281K | Sell |
1,531
-2,420
| -61% | -$444K | ﹤0.01% | 1341 |
|
2023
Q1 | $770K | Sell |
3,951
-929
| -19% | -$181K | 0.01% | 806 |
|
2022
Q4 | $871K | Buy |
+4,880
| New | +$871K | 0.02% | 728 |
|