Colonial Trust Advisors’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4
| Closed | -$1.02K | – | 808 |
|
|
2024
Q1 | $1.02K | Hold |
4
| – | – | ﹤0.01% | 857 |
|
|
2023
Q4 | $909 | Hold |
4
| – | – | ﹤0.01% | 780 |
|
|
2023
Q3 | $807 | Hold |
4
| – | – | ﹤0.01% | 789 |
|
|
2023
Q2 | $734 | Buy |
4
+1
| +33% | +$184 | ﹤0.01% | 817 |
|
|
2023
Q1 | $585 | Hold |
3
| – | – | ﹤0.01% | 829 |
|
|
2022
Q4 | $536 | Buy |
+3
| New | +$536 | ﹤0.01% | 831 |
|