CWP
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Cyndeo Wealth Partners’s CDW CDW Stock Holding History

Cyndeo Wealth Partners’s Portfolio CDW Stock Details CDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,161
Closed -$226K – 327
2023
Q1 		$226K Sell
1,161
-100
-8% -$19.5K 0.02% 291
2022
Q4 		$225K Buy
+1,261
New +$225K 0.03% 285