Endowment Wealth Management’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,389
| Closed | -$271K | – | 138 |
|
|
2023
Q1 | $271K | Sell |
1,389
-67
| -5% | -$13.1K | 0.27% | 93 |
|
|
2022
Q4 | $260K | Sell |
1,456
-72
| -5% | -$12.9K | 0.29% | 91 |
|
|
2022
Q3 | $239K | Buy |
1,528
+43
| +3% | +$6.73K | 0.29% | 90 |
|
|
2022
Q2 | $234K | Buy |
1,485
+37
| +3% | +$5.83K | 0.28% | 90 |
|
|
2022
Q1 | $259K | Buy |
1,448
+157
| +12% | +$28.1K | 0.27% | 87 |
|
|
2021
Q4 | $264K | Buy |
+1,291
| New | +$264K | 0.27% | 79 |
|