Clear Perspective Advisors’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-550
| Closed | -$61K | – | 155 |
|
|
2019
Q2 | $61K | Buy |
+550
| New | +$61K | 0.04% | 171 |
|
|
2018
Q3 | – | Sell |
-550
| Closed | -$44K | – | 181 |
|
|
2018
Q2 | $44K | Hold |
550
| – | – | 0.03% | 262 |
|
|
2018
Q1 | $39K | Hold |
550
| – | – | 0.03% | 256 |
|
|
2017
Q4 | $38K | Hold |
550
| – | – | 0.03% | 252 |
|
|
2017
Q3 | $36K | Hold |
550
| – | – | 0.03% | 253 |
|
|
2017
Q2 | $34K | Hold |
550
| – | – | 0.03% | 254 |
|
|
2017
Q1 | $32K | Hold |
550
| – | – | 0.02% | 246 |
|
|
2016
Q4 | $29K | Buy |
+550
| New | +$29K | 0.02% | 246 |
|