Dorsey & Whitney Trust’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-4,006
| Closed | -$251K | – | 350 |
|
|
2017
Q2 | $251K | Buy |
4,006
+106
| +3% | +$6.64K | 0.05% | 266 |
|
|
2017
Q1 | $225K | Hold |
3,900
| – | – | 0.05% | 278 |
|
|
2016
Q4 | $203K | Sell |
3,900
-1,100
| -22% | -$57.3K | 0.05% | 268 |
|
|
2016
Q3 | $229K | Hold |
5,000
| – | – | 0.05% | 238 |
|
|
2016
Q2 | $200K | Buy |
+5,000
| New | +$200K | 0.05% | 264 |
|