CFO4Life Group’s CDW CDW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-2,762
| Closed | -$321K | – | 130 |
|
2020
Q2 | $321K | Sell |
2,762
-1,175
| -30% | -$137K | 0.12% | 87 |
|
2020
Q1 | $367K | Sell |
3,937
-663
| -14% | -$61.8K | 0.2% | 70 |
|
2019
Q4 | $657K | Buy |
4,600
+117
| +3% | +$16.7K | 0.28% | 51 |
|
2019
Q3 | $552K | Sell |
4,483
-552
| -11% | -$68K | 0.25% | 57 |
|
2019
Q2 | $559K | Buy |
5,035
+163
| +3% | +$18.1K | 0.26% | 63 |
|
2019
Q1 | $470K | Buy |
+4,872
| New | +$470K | 0.22% | 71 |
|
2018
Q1 | – | Sell |
-9,069
| Closed | -$630K | – | 97 |
|
2017
Q4 | $630K | Sell |
9,069
-156
| -2% | -$10.8K | 0.5% | 33 |
|
2017
Q3 | $609K | Sell |
9,225
-156
| -2% | -$10.3K | 0.49% | 36 |
|
2017
Q2 | $587K | Buy |
9,381
+1,840
| +24% | +$115K | 0.54% | 28 |
|
2017
Q1 | $435K | Buy |
+7,541
| New | +$435K | 0.39% | 49 |
|