First Personal Financial Services’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-578
| Closed | -$64K | – | 571 |
|
|
2019
Q2 | $64K | Hold |
578
| – | – | 0.02% | 251 |
|
|
2019
Q1 | $56K | Hold |
578
| – | – | 0.02% | 259 |
|
|
2018
Q4 | $47K | Hold |
578
| – | – | 0.02% | 265 |
|
|
2018
Q3 | $51K | Buy |
578
+71
| +14% | +$6.27K | 0.02% | 284 |
|
|
2018
Q2 | $41K | Hold |
507
| – | – | 0.01% | 297 |
|
|
2018
Q1 | $36K | Sell |
507
-6
| -1% | -$426 | 0.01% | 503 |
|
|
2017
Q4 | $36K | Buy |
+513
| New | +$36K | 0.01% | 533 |
|