Financial Gravity Asset Management’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $6.09K | Buy |
+38
| New | +$6.09K | ﹤0.01% | 693 |
|
|
2024
Q2 | – | Sell |
-5
| Closed | -$1.17K | – | 1616 |
|
|
2024
Q1 | $1.17K | Buy |
+5
| New | +$1.17K | ﹤0.01% | 1213 |
|
|
2023
Q3 | – | Sell |
-184
| Closed | -$1.37K | – | 1325 |
|
|
2023
Q2 | $1.37K | Buy |
+184
| New | +$1.37K | ﹤0.01% | 732 |
|
|
2023
Q1 | – | Sell |
-179
| Closed | -$1.22K | – | 1218 |
|
|
2022
Q4 | $1.22K | Buy |
+179
| New | +$1.22K | 0.01% | 629 |
|
|
2021
Q3 | – | Sell |
-40
| Closed | -$7K | – | 960 |
|
|
2021
Q2 | $7K | Hold |
40
| – | – | ﹤0.01% | 941 |
|
|
2021
Q1 | $7 | Sell |
40
-47
| -54% | -$8 | ﹤0.01% | 739 |
|
|
2020
Q4 | $11K | Buy |
+87
| New | +$11K | 0.01% | 170 |
|
|
2020
Q2 | – | Sell |
-428
| Closed | -$36 | – | 151 |
|
|
2020
Q1 | $36 | Buy |
+428
| New | +$36 | ﹤0.01% | 984 |
|
|
2019
Q3 | – | Sell |
-8
| Closed | -$1K | – | 1227 |
|
|
2019
Q2 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 1011 |
|