DAS
Diversify Advisory Services’s CDW CDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $332K | Buy |
2,025
+495
| +32% | +$81.2K | 0.01% | 654 |
|
|
2025
Q1 | $245K | Buy |
1,530
+384
| +34% | +$61.4K | 0.02% | 560 |
|
|
2024
Q4 | $210K | Sell |
1,146
-53
| -4% | -$9.71K | 0.01% | 581 |
|
|
2024
Q3 | $260K | Buy |
1,199
+2
| +0.2% | +$434 | 0.01% | 534 |
|
|
2024
Q2 | $257K | Sell |
1,197
-879
| -42% | -$189K | 0.01% | 547 |
|
|
2024
Q1 | $525K | Buy |
+2,076
| New | +$525K | 0.03% | 413 |
|