EverSource Wealth Advisors’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $368K | Buy |
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|
2025
Q1 | $270K | Buy |
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|
2024
Q4 | $124K | Sell |
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|
2024
Q3 | $362K | Buy |
|
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|
2024
Q2 | $294K | Buy |
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|
2024
Q1 | $270K | Sell |
|
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|
2023
Q4 | $260K | Buy |
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|
2023
Q3 | $220K | Buy |
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|
2023
Q2 | $174K | Buy |
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|
2023
Q1 | $168K | Buy |
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|
2022
Q4 | $138K | Sell |
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|
2022
Q3 | $158K | Buy |
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|
2022
Q2 | $105K | Sell |
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|
2022
Q1 | $840K | Buy |
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|
2021
Q4 | $441K | Buy |
|