Chicago Partners Investment Group’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $399K | Buy |
+2,202
| New | +$399K | 0.01% | 695 |
|
|
2024
Q3 | – | Sell |
-880
| Closed | -$205K | – | 798 |
|
|
2024
Q2 | $205K | Hold |
880
| – | – | 0.01% | 711 |
|
|
2024
Q1 | $212K | Buy |
+880
| New | +$212K | 0.01% | 682 |
|
|
2018
Q4 | – | Sell |
-330
| Closed | -$26K | – | 424 |
|
|
2018
Q3 | $26K | Buy |
330
+1
| +0.3% | +$79 | ﹤0.01% | 628 |
|
|
2018
Q2 | $27K | Buy |
329
+1
| +0.3% | +$82 | ﹤0.01% | 597 |
|
|
2018
Q1 | $23K | Buy |
328
+51
| +18% | +$3.58K | ﹤0.01% | 592 |
|
|
2017
Q4 | $19K | Buy |
277
+1
| +0.4% | +$69 | ﹤0.01% | 627 |
|
|
2017
Q3 | $18K | Buy |
+276
| New | +$18K | ﹤0.01% | 648 |
|
|
2017
Q2 | – | Sell |
-56
| Closed | -$3K | – | 661 |
|
|
2017
Q1 | $3K | Buy |
56
+1
| +2% | +$54 | ﹤0.01% | 510 |
|
|
2016
Q4 | $3K | Sell |
55
-175
| -76% | -$9.55K | ﹤0.01% | 487 |
|
|
2016
Q3 | $11K | Hold |
230
| – | – | ﹤0.01% | 409 |
|
|
2016
Q2 | $9K | Buy |
230
+1
| +0.4% | +$39 | ﹤0.01% | 363 |
|
|
2016
Q1 | $10K | Hold |
229
| – | – | 0.01% | 341 |
|
|
2015
Q4 | $10K | Buy |
+229
| New | +$10K | ﹤0.01% | 393 |
|