Cornerstone Planning Group’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.64K | Buy |
22
+4
| +22% | +$661 | ﹤0.01% | 798 |
|
|
2025
Q1 | $2.79K | Buy |
18
+15
| +500% | +$2.32K | ﹤0.01% | 901 |
|
|
2024
Q4 | $582 | Sell |
3
-7
| -70% | -$1.36K | ﹤0.01% | 1089 |
|
|
2024
Q3 | $2.2K | Hold |
10
| – | – | ﹤0.01% | 751 |
|
|
2024
Q2 | $2.07K | Buy |
10
+9
| +900% | +$1.86K | ﹤0.01% | 758 |
|
|
2024
Q1 | $220 | Hold |
1
| – | – | ﹤0.01% | 1008 |
|
|
2023
Q4 | $227 | Hold |
1
| – | – | ﹤0.01% | 853 |
|
|
2023
Q3 | $202 | Buy |
+1
| New | +$202 | ﹤0.01% | 1023 |
|