Ergawealth Advisors’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Buy |
1,312
+5
| +0.4% | +$893 | 0.11% | 58 |
|
|
2025
Q1 | $210K | Buy |
1,307
+4
| +0.3% | +$641 | 0.1% | 58 |
|
|
2024
Q4 | $227K | Buy |
1,303
+5
| +0.4% | +$870 | 0.11% | 60 |
|
|
2024
Q3 | $294K | Buy |
1,298
+4
| +0.3% | +$905 | 0.15% | 52 |
|
|
2024
Q2 | $290K | Buy |
1,294
+3
| +0.2% | +$672 | 0.16% | 52 |
|
|
2024
Q1 | $330K | Buy |
1,291
+4
| +0.3% | +$1.02K | 0.18% | 46 |
|
|
2023
Q4 | $293K | Buy |
1,287
+3
| +0.2% | +$682 | 0.18% | 43 |
|
|
2023
Q3 | $259K | Hold |
1,284
| – | – | 0.18% | 42 |
|
|
2023
Q2 | $236K | Buy |
1,284
+5
| +0.4% | +$917 | 0.16% | 43 |
|
|
2023
Q1 | $249K | Buy |
1,279
+3
| +0.2% | +$585 | 0.2% | 36 |
|
|
2022
Q4 | $228K | Buy |
+1,276
| New | +$228K | 0.21% | 45 |
|