Diversify Wealth Management’s CDW CDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $902K | Buy |
5,498
+1,197
| +28% | +$196K | 0.06% | 287 |
|
|
2025
Q1 | $688K | Buy |
4,301
+1,069
| +33% | +$171K | 0.05% | 297 |
|
|
2024
Q4 | $592K | Buy |
3,232
+1,011
| +46% | +$185K | 0.05% | 319 |
|
|
2024
Q3 | $483K | Buy |
2,221
+317
| +17% | +$69K | 0.05% | 323 |
|
|
2024
Q2 | $394K | Buy |
+1,904
| New | +$394K | 0.05% | 316 |
|