Financial Architects (New Jersey)’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-510
| Closed | -$59K | – | 347 |
|
|
2020
Q2 | $59K | Hold |
510
| – | – | 0.01% | 396 |
|
|
2020
Q1 | $48K | Hold |
510
| – | – | 0.01% | 389 |
|
|
2019
Q4 | $73K | Hold |
510
| – | – | 0.02% | 372 |
|
|
2019
Q3 | $63K | Hold |
510
| – | – | 0.01% | 392 |
|
|
2019
Q2 | $57K | Sell |
510
-445
| -47% | -$49.7K | 0.01% | 426 |
|
|
2019
Q1 | $92K | Sell |
955
-4
| -0.4% | -$385 | 0.02% | 427 |
|
|
2018
Q4 | $77K | Hold |
959
| – | – | 0.01% | 419 |
|
|
2018
Q3 | $85K | Sell |
959
-92
| -9% | -$8.15K | 0.01% | 443 |
|
|
2018
Q2 | $85K | Sell |
1,051
-157
| -13% | -$12.7K | 0.02% | 435 |
|
|
2018
Q1 | $85K | Sell |
1,208
-39
| -3% | -$2.74K | 0.02% | 440 |
|
|
2017
Q4 | $86K | Hold |
1,247
| – | – | 0.01% | 466 |
|
|
2017
Q3 | $83K | Sell |
1,247
-14
| -1% | -$932 | 0.01% | 483 |
|
|
2017
Q2 | $79K | Buy |
1,261
+91
| +8% | +$5.7K | 0.01% | 481 |
|
|
2017
Q1 | $67K | Sell |
1,170
-28
| -2% | -$1.6K | 0.01% | 522 |
|
|
2016
Q4 | $63K | Buy |
1,198
+559
| +87% | +$29.4K | 0.01% | 504 |
|
|
2016
Q3 | $29K | Buy |
639
+300
| +88% | +$13.6K | 0.01% | 729 |
|
|
2016
Q2 | $13K | Buy |
339
+308
| +994% | +$11.8K | ﹤0.01% | 890 |
|
|
2016
Q1 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 1087 |
|