Golden State Wealth Management’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.9K | Hold |
78
| – | – | ﹤0.01% | 977 |
|
|
2025
Q1 | $12.5K | Hold |
78
| – | – | ﹤0.01% | 935 |
|
|
2024
Q4 | $13.6K | Buy |
+78
| New | +$13.6K | ﹤0.01% | 868 |
|
|
2020
Q2 | – | Sell |
-694
| Closed | -$65K | – | 281 |
|
|
2020
Q1 | $65K | Buy |
+694
| New | +$65K | 0.03% | 313 |
|
|
2019
Q4 | – | Sell |
-944
| Closed | -$116K | – | 176 |
|
|
2019
Q3 | $116K | Buy |
944
+250
| +36% | +$30.7K | 0.04% | 292 |
|
|
2019
Q2 | $77K | Hold |
694
| – | – | 0.02% | 373 |
|
|
2019
Q1 | $67K | Buy |
+694
| New | +$67K | 0.02% | 384 |
|