Cranbrook Wealth Management’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-70
| Closed | -$15.9K | – | 298 |
|
|
2023
Q4 | $15.9K | Hold |
70
| – | – | ﹤0.01% | 212 |
|
|
2023
Q3 | $14.1K | Hold |
70
| – | – | ﹤0.01% | 209 |
|
|
2023
Q2 | $12.8K | Sell |
70
-70
| -50% | -$12.8K | ﹤0.01% | 217 |
|
|
2023
Q1 | $27.3K | Hold |
140
| – | – | 0.01% | 184 |
|
|
2022
Q4 | $25K | Hold |
140
| – | – | 0.01% | 189 |
|
|
2022
Q3 | $22K | Sell |
140
-140
| -50% | -$22K | 0.01% | 210 |
|
|
2022
Q2 | $44K | Sell |
280
-70
| -20% | -$11K | 0.01% | 177 |
|
|
2022
Q1 | $63K | Hold |
350
| – | – | 0.01% | 162 |
|
|
2021
Q4 | $72K | Hold |
350
| – | – | 0.02% | 152 |
|
|
2021
Q3 | $64K | Hold |
350
| – | – | 0.01% | 161 |
|
|
2021
Q2 | $61K | Sell |
350
-17
| -5% | -$2.96K | 0.01% | 160 |
|
|
2021
Q1 | $61K | Buy |
+367
| New | +$61K | 0.01% | 162 |
|