IHT Wealth Management’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,202
| Closed | -$209K | – | 1097 |
|
|
2024
Q4 | $209K | Sell |
1,202
-433
| -26% | -$84.1K | 0.01% | 1004 |
|
|
2024
Q3 | $353K | Buy |
1,635
+231
| +16% | +$51.3K | 0.01% | 848 |
|
|
2024
Q2 | $308K | Buy |
1,404
+166
| +13% | +$38.5K | 0.01% | 791 |
|
|
2024
Q1 | $317K | Sell |
1,238
-38
| -3% | -$9.03K | 0.01% | 781 |
|
|
2023
Q4 | $290K | Buy |
+1,276
| New | +$270K | 0.01% | 775 |
|
|
2023
Q2 | – | Sell |
-1,726
| Closed | -$336K | – | 976 |
|
|
2023
Q1 | $336K | Buy |
1,726
+582
| +51% | +$114K | 0.02% | 656 |
|
|
2022
Q4 | $204K | Sell |
1,144
-672
| -37% | -$118K | 0.01% | 808 |
|
|
2022
Q3 | $283K | Buy |
+1,816
| New | +$311K | 0.02% | 645 |
|
|
2021
Q3 | – | Sell |
-1,341
| Closed | -$234K | – | 838 |
|
|
2021
Q2 | $234K | Sell |
1,341
-156
| -10% | -$26.9K | 0.01% | 803 |
|
|
2021
Q1 | $248K | Buy |
+1,497
| New | +$224K | 0.02% | 695 |
|
|
2020
Q1 | – | Sell |
-1,484
| Closed | -$212K | – | 566 |
|
|
2019
Q4 | $212K | Buy |
+1,484
| New | +$196K | 0.03% | 546 |
|
|
2018
Q2 | – | Sell |
-1,107
| Closed | -$76K | – | 563 |
|
|
2018
Q1 | $76K | Sell |
1,107
-6
| -0.5% | -$438 | 0.02% | 554 |
|
|
2017
Q4 | $81K | Buy |
1,113
+153
| +16% | +$10.5K | 0.02% | 548 |
|
|
2017
Q3 | $67K | Buy |
960
+767
| +397% | +$48K | 0.03% | 438 |
|
|
2017
Q2 | $38 | Sell |
193
-116
| -38% | -$6.94K | 0.02% | 584 |
|
|
2017
Q1 | $18K | Sell |
309
-824
| -73% | -$46.4K | 0.01% | 682 |
|
|
2016
Q4 | $58K | Buy |
+1,133
| New | +$55.2K | 0.04% | 360 |
|
Other funds holding CDW
