Heritage Wealth Management (Arizona)’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $10.4K | Buy |
58
+29
| +100% | +$5.18K | ﹤0.01% | 771 |
|
|
2022
Q3 | $5K | Buy |
+29
| New | +$5K | ﹤0.01% | 753 |
|
|
2022
Q2 | – | Sell |
-2,761
| Closed | -$494K | – | 996 |
|
|
2022
Q1 | $494K | Buy |
+2,761
| New | +$494K | 0.13% | 114 |
|
|
2021
Q3 | $246K | Buy |
1,349
+228
| +20% | +$41.6K | 0.09% | 179 |
|
|
2021
Q2 | $196K | Buy |
1,121
+629
| +128% | +$110K | 0.07% | 227 |
|
|
2021
Q1 | $82K | Buy |
+492
| New | +$82K | 0.05% | 279 |
|