Forthright Family Wealth Advisory’s CDW CDW Stock Holding History

Forthright Family Wealth Advisory’s Portfolio CDW Stock Details CDW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$261K	Buy
2024 Q3	–	Sell
2024 Q2	$228K	Hold
2024 Q1	$261K	Hold
2023 Q4	$232K	Buy