Global Retirement Partners’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60K | Buy |
+336
| New | +$60K | ﹤0.01% | 1674 |
|
|
2024
Q4 | $92.4K | Buy |
531
+75
| +16% | +$13.1K | ﹤0.01% | 1314 |
|
|
2024
Q3 | $103K | Buy |
456
+28
| +7% | +$6.33K | ﹤0.01% | 1228 |
|
|
2024
Q2 | $95.8K | Sell |
428
-283
| -40% | -$63.4K | ﹤0.01% | 1224 |
|
|
2024
Q1 | $182K | Buy |
711
+71
| +11% | +$18.2K | 0.01% | 828 |
|
|
2023
Q4 | $141K | Buy |
640
+31
| +5% | +$6.85K | 0.01% | 889 |
|
|
2023
Q3 | $125K | Buy |
609
+9
| +2% | +$1.85K | 0.01% | 844 |
|
|
2023
Q2 | $110K | Buy |
600
+14
| +2% | +$2.57K | 0.01% | 908 |
|
|
2023
Q1 | $96.7K | Buy |
586
+322
| +122% | +$53.1K | 0.01% | 935 |
|
|
2022
Q4 | $47.2K | Sell |
264
-3
| -1% | -$537 | ﹤0.01% | 1113 |
|
|
2022
Q3 | $46K | Buy |
267
+11
| +4% | +$1.9K | ﹤0.01% | 1052 |
|
|
2022
Q2 | $40K | Buy |
256
+17
| +7% | +$2.66K | ﹤0.01% | 1066 |
|
|
2022
Q1 | $38K | Buy |
+239
| New | +$38K | ﹤0.01% | 1101 |
|
|
2021
Q4 | – | Sell |
-76
| Closed | -$14K | – | 470 |
|
|
2021
Q3 | $14K | Buy |
76
+46
| +153% | +$8.47K | ﹤0.01% | 1309 |
|
|
2021
Q2 | $5K | Buy |
+30
| New | +$5K | ﹤0.01% | 1551 |
|
|
2020
Q4 | – | Sell |
-48
| Closed | -$6K | – | 1730 |
|
|
2020
Q3 | $6K | Buy |
48
+18
| +60% | +$2.25K | ﹤0.01% | 1267 |
|
|
2020
Q2 | $3K | Hold |
30
| – | – | ﹤0.01% | 1377 |
|
|
2020
Q1 | $3K | Hold |
30
| – | – | ﹤0.01% | 1317 |
|
|
2019
Q4 | $4K | Hold |
30
| – | – | ﹤0.01% | 1362 |
|
|
2019
Q3 | $4K | Buy |
30
+13
| +76% | +$1.73K | ﹤0.01% | 1330 |
|
|
2019
Q2 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 1425 |
|
|
2017
Q1 | – | Sell |
-42
| Closed | -$2K | – | 1096 |
|
|
2016
Q4 | $2K | Buy |
+42
| New | +$2K | ﹤0.01% | 947 |
|