Forthright Family Wealth Advisory’s CDW CDW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,020	Closed	-$228K	–	65
2024 Q2	$228K	Hold	1,020	–	–	0.15%	61
2024 Q1	$261K	Hold	1,020	–	–	0.18%	53
2023 Q4	$232K	Buy	+1,020	New	+$232K	0.18%	46