HighMark Wealth Management’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-9
| Closed | -$1.75K | – | 571 |
|
|
2023
Q1 | $1.75K | Hold |
9
| – | – | ﹤0.01% | 513 |
|
|
2022
Q4 | $1.61K | Hold |
9
| – | – | ﹤0.01% | 445 |
|
|
2022
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 465 |
|
|
2022
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 466 |
|
|
2022
Q1 | $2K | Buy |
+9
| New | +$2K | ﹤0.01% | 435 |
|