Farther Finance 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 | $164K | Buy |
917
+29
| +3% | +$5.18K | ﹤0.01% | 1484 |
|
|
2025
Q1 | $144K | Buy |
888
+207
| +30% | +$33.6K | ﹤0.01% | 1363 |
|
|
2024
Q4 | $119K | Buy |
681
+94
| +16% | +$16.4K | ﹤0.01% | 1232 |
|
|
2024
Q3 | $133K | Sell |
587
-976
| -62% | -$221K | 0.01% | 1177 |
|
|
2024
Q2 | $343K | Buy |
1,563
+1,254
| +406% | +$275K | 0.02% | 617 |
|
|
2024
Q1 | $78.2K | Buy |
309
+38
| +14% | +$9.62K | ﹤0.01% | 1032 |
|
|
2023
Q4 | $61.6K | Buy |
271
+137
| +102% | +$31.1K | ﹤0.01% | 971 |
|
|
2023
Q3 | $27K | Buy |
134
+19
| +17% | +$3.83K | ﹤0.01% | 996 |
|
|
2023
Q2 | $21.1K | Buy |
115
+15
| +15% | +$2.75K | ﹤0.01% | 983 |
|
|
2023
Q1 | $19.5K | Sell |
100
-16
| -14% | -$3.12K | 0.01% | 917 |
|
|
2022
Q4 | $20.7K | Buy |
+116
| New | +$20.7K | 0.01% | 726 |
|