First Foundation Advisors’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,824
| Closed | -$374K | – | 430 |
|
|
2021
Q4 | $374K | Buy |
1,824
+7
| +0.4% | +$1.44K | 0.01% | 314 |
|
|
2021
Q3 | $331K | Sell |
1,817
-58
| -3% | -$10.6K | 0.01% | 338 |
|
|
2021
Q2 | $327K | Sell |
1,875
-476
| -20% | -$83K | 0.01% | 348 |
|
|
2021
Q1 | $390K | Sell |
2,351
-74
| -3% | -$12.3K | 0.02% | 305 |
|
|
2020
Q4 | $320K | Sell |
2,425
-3
| -0.1% | -$396 | 0.01% | 326 |
|
|
2020
Q3 | $290K | Sell |
2,428
-22
| -0.9% | -$2.63K | 0.01% | 300 |
|
|
2020
Q2 | $285K | Buy |
+2,450
| New | +$285K | 0.01% | 283 |
|