HighPoint Advisor Group’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $398K | Hold |
2,231
| – | – | 0.02% | 437 |
|
|
2025
Q1 | $357K | Buy |
2,231
+24
| +1% | +$3.84K | 0.02% | 440 |
|
|
2024
Q4 | $423K | Sell |
2,207
-174
| -7% | -$33.4K | 0.02% | 417 |
|
|
2024
Q3 | $449K | Buy |
2,381
+19
| +0.8% | +$3.58K | 0.03% | 381 |
|
|
2024
Q2 | $549K | Sell |
2,362
-261
| -10% | -$60.7K | 0.03% | 333 |
|
|
2024
Q1 | $583K | Buy |
2,623
+17
| +0.7% | +$3.78K | 0.04% | 323 |
|
|
2023
Q4 | $662K | Buy |
+2,606
| New | +$662K | 0.05% | 292 |
|
|
2022
Q2 | $709K | Buy |
+4,484
| New | +$709K | 0.08% | 206 |
|
|
2021
Q3 | $833K | Sell |
4,576
-53
| -1% | -$9.65K | 0.08% | 207 |
|
|
2021
Q2 | $809K | Buy |
4,629
+702
| +18% | +$123K | 0.08% | 205 |
|
|
2021
Q1 | $689K | Sell |
3,927
-118
| -3% | -$20.7K | 0.08% | 208 |
|
|
2020
Q4 | $613K | Buy |
+4,045
| New | +$613K | 0.07% | 213 |
|