IWS
Insight Wealth Strategies’s CDW CDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.74M | Buy |
26,164
+5,587
| +27% | +$1.01M | 0.6% | 41 |
|
|
2025
Q1 | $3.3M | Buy |
20,577
+805
| +4% | +$129K | 0.44% | 70 |
|
|
2024
Q4 | $3.44M | Buy |
19,772
+2,275
| +13% | +$396K | 0.46% | 72 |
|
|
2024
Q3 | $3.96M | Buy |
17,497
+541
| +3% | +$122K | 0.52% | 53 |
|
|
2024
Q2 | $3.8M | Buy |
16,956
+1,553
| +10% | +$348K | 0.54% | 44 |
|
|
2024
Q1 | $3.94M | Buy |
+15,403
| New | +$3.94M | 0.58% | 39 |
|