Crewe Advisors’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-20
| Closed | -$3.21K | – | 762 |
|
|
2025
Q1 | $3.21K | Buy |
+20
| New | +$3.21K | ﹤0.01% | 520 |
|
|
2023
Q1 | – | Sell |
-23
| Closed | -$4.11K | – | 850 |
|
|
2022
Q4 | $4.11K | Sell |
23
-30
| -57% | -$5.36K | ﹤0.01% | 710 |
|
|
2022
Q3 | $8K | Buy |
53
+30
| +130% | +$4.53K | ﹤0.01% | 712 |
|
|
2022
Q2 | $4K | Buy |
+23
| New | +$4K | ﹤0.01% | 799 |
|
|
2021
Q1 | – | Sell |
-36
| Closed | -$5K | – | 463 |
|
|
2020
Q4 | $5K | Hold |
36
| – | – | ﹤0.01% | 350 |
|
|
2020
Q3 | $4K | Buy |
+36
| New | +$4K | ﹤0.01% | 386 |
|