Concord Wealth Partners’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-25
| Closed | -$5.04K | – | 850 |
|
|
2023
Q3 | $5.04K | Hold |
25
| – | – | ﹤0.01% | 714 |
|
|
2023
Q2 | $4.59K | Buy |
25
+19
| +317% | +$3.49K | ﹤0.01% | 721 |
|
|
2023
Q1 | $1.17K | Sell |
6
-110
| -95% | -$21.4K | ﹤0.01% | 880 |
|
|
2022
Q4 | $20.7K | Buy |
+116
| New | +$20.7K | 0.01% | 522 |
|
|
2022
Q3 | – | Sell |
-116
| Closed | -$18K | – | 310 |
|
|
2022
Q2 | $18K | Buy |
116
+23
| +25% | +$3.57K | ﹤0.01% | 560 |
|
|
2022
Q1 | $17K | Hold |
93
| – | – | ﹤0.01% | 660 |
|
|
2021
Q4 | $19K | Buy |
93
+87
| +1,450% | +$17.8K | ﹤0.01% | 655 |
|
|
2021
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 811 |
|
|
2021
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 951 |
|
|
2021
Q1 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 889 |
|