Edgestream Partners’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-27,099
| Closed | -$4.72M | – | 864 |
|
|
2024
Q4 | $4.72M | Buy |
27,099
+8,238
| +44% | +$1.43M | 0.2% | 170 |
|
|
2024
Q3 | $4.27M | Buy |
18,861
+13,962
| +285% | +$3.16M | 0.19% | 173 |
|
|
2024
Q2 | $1.1M | Sell |
4,899
-3,281
| -40% | -$734K | 0.05% | 501 |
|
|
2024
Q1 | $2.09M | Sell |
8,180
-8,884
| -52% | -$2.27M | 0.1% | 324 |
|
|
2023
Q4 | $3.88M | Buy |
17,064
+14,874
| +679% | +$3.38M | 0.28% | 70 |
|
|
2023
Q3 | $442K | Sell |
2,190
-1,896
| -46% | -$383K | 0.04% | 620 |
|
|
2023
Q2 | $750K | Buy |
+4,086
| New | +$750K | 0.07% | 425 |
|