Glassman Wealth Services’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-139
| Closed | -$31.6K | – | 496 |
|
|
2023
Q4 | $31.6K | Buy |
139
+2
| +1% | +$455 | ﹤0.01% | 575 |
|
|
2023
Q3 | $27.6K | Sell |
137
-1
| -0.7% | -$202 | ﹤0.01% | 578 |
|
|
2023
Q2 | $25.3K | Buy |
138
+5
| +4% | +$918 | ﹤0.01% | 569 |
|
|
2023
Q1 | $25.9K | Buy |
133
+25
| +23% | +$4.87K | ﹤0.01% | 572 |
|
|
2022
Q4 | $19.3K | Sell |
108
-23
| -18% | -$4.11K | ﹤0.01% | 668 |
|
|
2022
Q3 | $20K | Buy |
131
+52
| +66% | +$7.94K | ﹤0.01% | 612 |
|
|
2022
Q2 | $12K | Sell |
79
-18
| -19% | -$2.73K | ﹤0.01% | 748 |
|
|
2022
Q1 | $17K | Buy |
97
+15
| +18% | +$2.63K | ﹤0.01% | 691 |
|
|
2021
Q4 | $17K | Buy |
82
+20
| +32% | +$4.15K | ﹤0.01% | 644 |
|
|
2021
Q3 | $11K | Buy |
62
+12
| +24% | +$2.13K | ﹤0.01% | 741 |
|
|
2021
Q2 | $9K | Buy |
50
+6
| +14% | +$1.08K | ﹤0.01% | 769 |
|
|
2021
Q1 | $7K | Buy |
44
+19
| +76% | +$3.02K | ﹤0.01% | 786 |
|
|
2020
Q4 | $3K | Buy |
25
+14
| +127% | +$1.68K | ﹤0.01% | 958 |
|
|
2020
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 1115 |
|
|
2020
Q2 | $1K | Sell |
11
-3
| -21% | -$273 | ﹤0.01% | 973 |
|
|
2020
Q1 | $1K | Buy |
14
+2
| +17% | +$143 | ﹤0.01% | 822 |
|
|
2019
Q4 | $2K | Buy |
12
+3
| +33% | +$500 | ﹤0.01% | 735 |
|
|
2019
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 801 |
|
|
2019
Q2 | $1K | Buy |
9
+3
| +50% | +$333 | ﹤0.01% | 811 |
|
|
2019
Q1 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 772 |
|