Householder Group Estate & Retirement Specialist’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11
| Closed | -$2K | – | 640 |
|
|
2024
Q3 | $2K | Hold |
11
| – | – | ﹤0.01% | 1024 |
|
|
2024
Q2 | $2K | Hold |
11
| – | – | ﹤0.01% | 1051 |
|
|
2024
Q1 | $2.9K | Hold |
11
| – | – | ﹤0.01% | 998 |
|
|
2023
Q4 | $2K | Hold |
11
| – | – | ﹤0.01% | 977 |
|
|
2023
Q3 | $2.28K | Buy |
+11
| New | +$2.28K | ﹤0.01% | 1048 |
|
|
2023
Q1 | $69K | Sell |
354
-40
| -10% | -$7.8K | 0.03% | 375 |
|
|
2022
Q4 | $70K | Hold |
394
| – | – | 0.1% | 95 |
|
|
2022
Q3 | $61K | Buy |
+394
| New | +$61K | 0.03% | 360 |
|