GFPC
Global Financial Private Client’s CDW CDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-429
| Closed | -$68.8K | – | 452 |
|
|
2025
Q1 | $68.8K | Buy |
429
+10
| +2% | +$1.6K | 0.03% | 301 |
|
|
2024
Q4 | $72.9K | Buy |
419
+3
| +0.7% | +$522 | 0.03% | 293 |
|
|
2024
Q3 | $94.1K | Hold |
416
| – | – | 0.04% | 268 |
|
|
2024
Q2 | $93.1K | Hold |
416
| – | – | 0.04% | 244 |
|
|
2024
Q1 | $105K | Hold |
416
| – | – | 0.05% | 229 |
|
|
2023
Q4 | $94.6K | Hold |
416
| – | – | 0.04% | 236 |
|
|
2023
Q3 | $83.6K | Hold |
416
| – | – | 0.04% | 233 |
|
|
2023
Q2 | $76.2K | Hold |
416
| – | – | 0.04% | 248 |
|
|
2023
Q1 | $80.6K | Hold |
416
| – | – | 0.04% | 234 |
|
|
2022
Q4 | $74.3K | Hold |
416
| – | – | 0.04% | 229 |
|
|
2022
Q3 | $66.5K | Hold |
416
| – | – | 0.04% | 233 |
|
|
2022
Q2 | $65.3K | Hold |
416
| – | – | 0.04% | 234 |
|
|
2022
Q1 | $74K | Hold |
416
| – | – | 0.04% | 231 |
|
|
2021
Q4 | $85.2K | Hold |
416
| – | – | 0.04% | 221 |
|
|
2021
Q3 | $77.3K | Hold |
416
| – | – | 0.04% | 207 |
|
|
2021
Q2 | $73.1K | Hold |
416
| – | – | 0.04% | 206 |
|
|
2021
Q1 | $70.5K | Hold |
416
| – | – | 0.05% | 179 |
|
|
2020
Q4 | $54.8K | Hold |
416
| – | – | 0.04% | 188 |
|
|
2020
Q3 | $51.4K | Hold |
416
| – | – | 0.04% | 186 |
|
|
2020
Q2 | $48.1K | Hold |
416
| – | – | 0.04% | 214 |
|
|
2020
Q1 | $37K | Hold |
416
| – | – | 0.04% | 242 |
|
|
2019
Q4 | $59.4K | Buy |
+416
| New | +$59.4K | 0.05% | 215 |
|