GA
Geller Advisors’s CDW CDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-912
| Closed | -$206K | – | 257 |
|
|
2024
Q3 | $206K | Hold |
912
| – | – | 0.01% | 257 |
|
|
2024
Q2 | $204K | Hold |
912
| – | – | 0.02% | 263 |
|
|
2024
Q1 | $233K | Buy |
912
+10
| +1% | +$2.56K | 0.02% | 247 |
|
|
2023
Q4 | $205K | Buy |
+902
| New | +$205K | 0.02% | 261 |
|