GW Henssler & Associates’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,818
| Closed | -$504K | – | 229 |
|
|
2022
Q1 | $504K | Buy |
2,818
+2
| +0.1% | +$358 | 0.03% | 119 |
|
|
2021
Q4 | $577K | Buy |
+2,816
| New | +$577K | 0.04% | 122 |
|
|
2021
Q3 | – | Sell |
-2,857
| Closed | -$499K | – | 130 |
|
|
2021
Q2 | $499K | Sell |
2,857
-1,034
| -27% | -$181K | 0.03% | 129 |
|
|
2021
Q1 | $645K | Hold |
3,891
| – | – | 0.05% | 104 |
|
|
2020
Q4 | $513K | Sell |
3,891
-64
| -2% | -$8.44K | 0.04% | 115 |
|
|
2020
Q3 | $473K | Buy |
3,955
+279
| +8% | +$33.4K | 0.04% | 108 |
|
|
2020
Q2 | $427K | Buy |
+3,676
| New | +$427K | 0.04% | 104 |
|