Fortem Financial Group’s CDW CDW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-3,800	Closed	-$609K	–	174
2025 Q1	$609K	Sell	3,800 -1,160	-23%	-$186K	0.24%	108
2024 Q4	$863K	Buy	4,960 +270	+6%	+$47K	0.33%	86
2024 Q3	$1.06M	Buy	+4,690	New	+$1.06M	0.43%	74