EWA
EverSource Wealth Advisors’s CDW CDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $368K | Buy |
2,060
+376
| +22% | +$67.1K | 0.02% | 574 |
|
|
2025
Q1 | $270K | Buy |
1,684
+971
| +136% | +$156K | 0.01% | 558 |
|
|
2024
Q4 | $124K | Sell |
713
-886
| -55% | -$154K | 0.01% | 838 |
|
|
2024
Q3 | $362K | Buy |
1,599
+251
| +19% | +$56.8K | 0.02% | 396 |
|
|
2024
Q2 | $294K | Buy |
1,348
+231
| +21% | +$50.4K | 0.02% | 444 |
|
|
2024
Q1 | $270K | Sell |
1,117
-27
| -2% | -$6.53K | 0.02% | 408 |
|
|
2023
Q4 | $260K | Buy |
1,144
+54
| +5% | +$12.3K | 0.02% | 376 |
|
|
2023
Q3 | $220K | Buy |
1,090
+139
| +15% | +$28K | 0.02% | 380 |
|
|
2023
Q2 | $174K | Buy |
951
+89
| +10% | +$16.3K | 0.02% | 433 |
|
|
2023
Q1 | $168K | Buy |
862
+88
| +11% | +$17.2K | 0.02% | 404 |
|
|
2022
Q4 | $138K | Sell |
774
-238
| -24% | -$42.5K | 0.02% | 426 |
|
|
2022
Q3 | $158K | Buy |
1,012
+345
| +52% | +$53.9K | 0.04% | 332 |
|
|
2022
Q2 | $105K | Sell |
667
-4,029
| -86% | -$634K | 0.03% | 362 |
|
|
2022
Q1 | $840K | Buy |
4,696
+2,544
| +118% | +$455K | 0.21% | 88 |
|
|
2021
Q4 | $441K | Buy |
+2,152
| New | +$441K | 0.12% | 130 |
|