Curi Wealth Management’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,098
| Closed | -$214K | – | 171 |
|
|
2023
Q1 | $214K | Buy |
+1,098
| New | +$214K | 0.03% | 156 |
|
|
2022
Q4 | – | Sell |
-1,814
| Closed | -$283K | – | 190 |
|
|
2022
Q3 | $283K | Hold |
1,814
| – | – | 0.05% | 141 |
|
|
2022
Q2 | $286K | Buy |
1,814
+64
| +4% | +$10.1K | 0.06% | 90 |
|
|
2022
Q1 | $313K | Buy |
1,750
+460
| +36% | +$82.3K | 0.05% | 83 |
|
|
2021
Q4 | $264K | Hold |
1,290
| – | – | 0.05% | 98 |
|
|
2021
Q3 | $234K | Hold |
1,290
| – | – | 0.11% | 83 |
|
|
2021
Q2 | $225K | Hold |
1,290
| – | – | 0.11% | 84 |
|
|
2021
Q1 | $213K | Hold |
1,290
| – | – | 0.14% | 82 |
|
|
2020
Q4 | $170K | Buy |
+1,290
| New | +$170K | 0.12% | 90 |
|