Graves Light Lenhart Wealth’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-181
| Closed | -$29K | – | 237 |
|
|
2022
Q2 | $29K | Sell |
181
-726
| -80% | -$116K | ﹤0.01% | 365 |
|
|
2022
Q1 | $162K | Sell |
907
-543
| -37% | -$97K | 0.02% | 197 |
|
|
2021
Q4 | $297K | Buy |
1,450
+181
| +14% | +$37.1K | 0.04% | 154 |
|
|
2021
Q3 | $231K | Hold |
1,269
| – | – | 0.04% | 165 |
|
|
2021
Q2 | $222K | Sell |
1,269
-111
| -8% | -$19.4K | 0.04% | 170 |
|
|
2021
Q1 | $229K | Sell |
1,380
-7
| -0.5% | -$1.16K | 0.04% | 166 |
|
|
2020
Q4 | $183K | Buy |
+1,387
| New | +$183K | 0.03% | 174 |
|
|
2020
Q1 | – | Sell |
-1,418
| Closed | -$203K | – | 161 |
|
|
2019
Q4 | $203K | Buy |
+1,418
| New | +$203K | 0.04% | 166 |
|