Financial Synergies Wealth Advisors’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5
| Closed | -$1.28K | – | 132 |
|
|
2024
Q1 | $1.28K | Buy |
+5
| New | +$1.28K | ﹤0.01% | 373 |
|
|
2023
Q4 | – | Sell |
-5
| Closed | -$1.01K | – | 476 |
|
|
2023
Q3 | $1.01K | Hold |
5
| – | – | ﹤0.01% | 372 |
|
|
2023
Q2 | $918 | Buy |
+5
| New | +$918 | ﹤0.01% | 386 |
|
|
2022
Q3 | – | Sell |
-4
| Closed | -$631 | – | 476 |
|
|
2022
Q2 | $631 | Buy |
+4
| New | +$631 | ﹤0.01% | 358 |
|