CWM
Connecticut Wealth Management’s CDW CDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Buy |
+1,128
| New | +$201K | 0.01% | 303 |
|
|
2025
Q1 | – | Sell |
-1,529
| Closed | -$266K | – | 305 |
|
|
2024
Q4 | $266K | Sell |
1,529
-4,203
| -73% | -$732K | 0.01% | 237 |
|
|
2024
Q3 | $1.3M | Sell |
5,732
-85
| -1% | -$19.2K | 0.06% | 133 |
|
|
2024
Q2 | $1.3M | Buy |
5,817
+56
| +1% | +$12.5K | 0.07% | 128 |
|
|
2024
Q1 | $1.47M | Buy |
5,761
+44
| +0.8% | +$11.3K | 0.08% | 112 |
|
|
2023
Q4 | $1.3M | Buy |
+5,717
| New | +$1.3M | 0.07% | 120 |
|