Clearstead Advisors’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.9K | Sell |
330
-59
| -15% | -$10.5K | ﹤0.01% | 1236 |
|
|
2025
Q1 | $62.3K | Buy |
389
+169
| +77% | +$27.1K | ﹤0.01% | 1109 |
|
|
2024
Q4 | $38.3K | Sell |
220
-353
| -62% | -$61.4K | ﹤0.01% | 1220 |
|
|
2024
Q3 | $130K | Buy |
573
+130
| +29% | +$29.4K | ﹤0.01% | 965 |
|
|
2024
Q2 | $99.2K | Buy |
443
+310
| +233% | +$69.4K | ﹤0.01% | 999 |
|
|
2024
Q1 | $29.5K | Hold |
133
| – | – | ﹤0.01% | 874 |
|
|
2023
Q4 | $30.2K | Sell |
133
-256
| -66% | -$58.2K | ﹤0.01% | 864 |
|
|
2023
Q3 | $78.5K | Buy |
389
+281
| +260% | +$56.7K | ﹤0.01% | 793 |
|
|
2023
Q2 | $19.8K | Buy |
108
+56
| +108% | +$10.3K | ﹤0.01% | 900 |
|
|
2023
Q1 | $10.1K | Hold |
52
| – | – | ﹤0.01% | 946 |
|
|
2022
Q4 | $9.29K | Sell |
52
-13
| -20% | -$2.32K | ﹤0.01% | 908 |
|
|
2022
Q3 | $10K | Buy |
65
+26
| +67% | +$4K | ﹤0.01% | 883 |
|
|
2022
Q2 | $6K | Hold |
39
| – | – | ﹤0.01% | 975 |
|
|
2022
Q1 | $7K | Hold |
39
| – | – | ﹤0.01% | 1028 |
|
|
2021
Q4 | $8K | Sell |
39
-16
| -29% | -$3.28K | ﹤0.01% | 941 |
|
|
2021
Q3 | $10K | Buy |
55
+7
| +15% | +$1.27K | ﹤0.01% | 937 |
|
|
2021
Q2 | $8K | Buy |
48
+9
| +23% | +$1.5K | ﹤0.01% | 818 |
|
|
2021
Q1 | $6K | Buy |
39
+18
| +86% | +$2.77K | ﹤0.01% | 838 |
|
|
2020
Q4 | $3K | Hold |
21
| – | – | ﹤0.01% | 844 |
|
|
2020
Q3 | $3K | Hold |
21
| – | – | ﹤0.01% | 780 |
|
|
2020
Q2 | $2K | Hold |
21
| – | – | ﹤0.01% | 733 |
|
|
2020
Q1 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 715 |
|