Evoke Wealth’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-23
| Closed | -$4K | – | 490 |
|
|
2022
Q3 | $4K | Hold |
23
| – | – | ﹤0.01% | 909 |
|
|
2022
Q2 | $4K | Buy |
23
+12
| +109% | +$2.09K | ﹤0.01% | 922 |
|
|
2022
Q1 | $2K | Sell |
11
-9,980
| -100% | -$1.81M | ﹤0.01% | 1028 |
|
|
2021
Q4 | $2.05M | Sell |
9,991
-8
| -0.1% | -$1.64K | 0.06% | 125 |
|
|
2021
Q3 | $1.82M | Sell |
9,999
-143
| -1% | -$26K | 0.07% | 125 |
|
|
2021
Q2 | $1.77M | Buy |
10,142
+300
| +3% | +$52.4K | 0.07% | 130 |
|
|
2021
Q1 | $1.63M | Buy |
+9,842
| New | +$1.63M | 0.07% | 121 |
|
|
2020
Q2 | – | Sell |
-3
| Closed | -$280 | – | 1083 |
|
|
2020
Q1 | $280 | Sell |
3
-7
| -70% | -$653 | ﹤0.01% | 1068 |
|
|
2019
Q4 | $1.43K | Sell |
10
-17
| -63% | -$2.43K | ﹤0.01% | 1123 |
|
|
2019
Q3 | $3.33K | Buy |
+27
| New | +$3.33K | ﹤0.01% | 1109 |
|