DWA
Dougherty Wealth Advisers’s CDW CDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $70.4K | Hold |
394
| – | – | 0.05% | 73 |
|
|
2025
Q1 | $63.1K | Hold |
394
| – | – | 0.05% | 73 |
|
|
2024
Q4 | $68.6K | Hold |
394
| – | – | 0.05% | 71 |
|
|
2024
Q3 | $89.2K | Sell |
394
-16
| -4% | -$3.62K | 0.07% | 62 |
|
|
2024
Q2 | $91.8K | Hold |
410
| – | – | 0.08% | 59 |
|
|
2024
Q1 | $105K | Hold |
410
| – | – | 0.09% | 56 |
|
|
2023
Q4 | $93.2K | Hold |
410
| – | – | 0.09% | 63 |
|
|
2023
Q3 | $82.7K | Hold |
410
| – | – | 0.1% | 62 |
|
|
2023
Q2 | $75.2K | Hold |
410
| – | – | 0.1% | 69 |
|
|
2023
Q1 | $79.9K | Hold |
410
| – | – | 0.12% | 66 |
|
|
2022
Q4 | $73.2K | Hold |
410
| – | – | 0.12% | 72 |
|
|
2022
Q3 | $64K | Hold |
410
| – | – | 0.13% | 67 |
|
|
2022
Q2 | $65K | Hold |
410
| – | – | 0.12% | 71 |
|
|
2022
Q1 | $73K | Hold |
410
| – | – | 0.11% | 76 |
|
|
2021
Q4 | $84K | Hold |
410
| – | – | 0.12% | 81 |
|
|
2021
Q3 | $75K | Hold |
410
| – | – | 0.11% | 80 |
|
|
2021
Q2 | $72K | Hold |
410
| – | – | 0.11% | 81 |
|
|
2021
Q1 | $68K | Hold |
410
| – | – | 0.1% | 82 |
|
|
2020
Q4 | $54K | Hold |
410
| – | – | 0.08% | 98 |
|
|
2020
Q3 | $49K | Sell |
410
-346
| -46% | -$41.4K | 0.17% | 95 |
|
|
2020
Q2 | $88K | Hold |
756
| – | – | 0.32% | 64 |
|
|
2020
Q1 | $71K | Hold |
756
| – | – | 0.28% | 70 |
|
|
2019
Q4 | $108K | Hold |
756
| – | – | 0.33% | 59 |
|
|
2019
Q3 | $93K | Hold |
756
| – | – | 0.31% | 66 |
|
|
2019
Q2 | $84K | Hold |
756
| – | – | 0.24% | 82 |
|
|
2019
Q1 | $73K | Hold |
756
| – | – | 0.25% | 74 |
|
|
2018
Q4 | $69K | Buy |
+756
| New | +$69K | 0.23% | 79 |
|