Envestnet Portfolio Solutions’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $447K | Sell |
2,500
-2,466
| -50% | -$440K | ﹤0.01% | 1151 |
|
|
2025
Q1 | $796K | Sell |
4,966
-1,081
| -18% | -$173K | ﹤0.01% | 869 |
|
|
2024
Q4 | $1.05M | Sell |
6,047
-3,668
| -38% | -$638K | ﹤0.01% | 903 |
|
|
2024
Q3 | $2.2M | Buy |
9,715
+3
| +0% | +$679 | 0.01% | 628 |
|
|
2024
Q2 | $2.17M | Buy |
9,712
+632
| +7% | +$141K | 0.01% | 611 |
|
|
2024
Q1 | $2.32M | Buy |
9,080
+4,661
| +105% | +$1.19M | 0.01% | 584 |
|
|
2023
Q4 | $1M | Buy |
4,419
+82
| +2% | +$18.6K | ﹤0.01% | 793 |
|
|
2023
Q3 | $875K | Buy |
+4,337
| New | +$875K | ﹤0.01% | 784 |
|