Gradient Investments’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8
| Closed | -$1.47K | – | 1824 |
|
|
2023
Q2 | $1.47K | Buy |
+8
| New | +$1.47K | ﹤0.01% | 1244 |
|
|
2023
Q1 | – | Sell |
-4
| Closed | -$714 | – | 1528 |
|
|
2022
Q4 | $714 | Buy |
+4
| New | +$714 | ﹤0.01% | 1254 |
|
|
2022
Q3 | – | Sell |
-36
| Closed | -$6K | – | 1360 |
|
|
2022
Q2 | $6K | Buy |
+36
| New | +$6K | ﹤0.01% | 863 |
|
|
2021
Q1 | – | Sell |
-15
| Closed | -$2K | – | 1163 |
|
|
2020
Q4 | $2K | Hold |
15
| – | – | ﹤0.01% | 937 |
|
|
2020
Q3 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 942 |
|