CVA Family Office’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.11K | Sell |
51
-138
| -73% | -$24.6K | ﹤0.01% | 816 |
|
|
2025
Q1 | $30.3K | Sell |
189
-602
| -76% | -$96.5K | ﹤0.01% | 607 |
|
|
2024
Q4 | $138K | Buy |
791
+24
| +3% | +$4.18K | 0.02% | 333 |
|
|
2024
Q3 | $174K | Buy |
767
+7
| +0.9% | +$1.58K | 0.03% | 285 |
|
|
2024
Q2 | $170K | Sell |
760
-2
| -0.3% | -$448 | 0.03% | 264 |
|
|
2024
Q1 | $195K | Buy |
762
+2
| +0.3% | +$512 | 0.03% | 254 |
|
|
2023
Q4 | $173K | Buy |
+760
| New | +$173K | 0.03% | 257 |
|
|
2023
Q3 | – | Sell |
-815
| Closed | -$150K | – | 347 |
|
|
2023
Q2 | $150K | Sell |
815
-95
| -10% | -$17.4K | 0.03% | 258 |
|
|
2023
Q1 | $177K | Buy |
910
+5
| +0.6% | +$974 | 0.04% | 236 |
|
|
2022
Q4 | $162K | Buy |
905
+120
| +15% | +$21.4K | 0.04% | 228 |
|
|
2022
Q3 | $123K | Sell |
785
-10
| -1% | -$1.57K | 0.03% | 214 |
|
|
2022
Q2 | $125K | Buy |
795
+100
| +14% | +$15.7K | 0.03% | 218 |
|
|
2022
Q1 | $124K | Hold |
695
| – | – | 0.03% | 229 |
|
|
2021
Q4 | $142K | Buy |
+695
| New | +$142K | 0.04% | 195 |
|
|
2021
Q3 | – | Sell |
-790
| Closed | -$138K | – | 446 |
|
|
2021
Q2 | $138K | Buy |
790
+695
| +732% | +$121K | 0.04% | 192 |
|
|
2021
Q1 | $16K | Buy |
+95
| New | +$16K | 0.01% | 449 |
|