Integrated Wealth Concepts’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,547
| Closed | -$352K | – | 1655 |
|
|
2023
Q4 | $352K | Sell |
1,547
-53
| -3% | -$12K | 0.01% | 1180 |
|
|
2023
Q3 | $323K | Buy |
1,600
+30
| +2% | +$6.05K | 0.01% | 1188 |
|
|
2023
Q2 | $288K | Sell |
1,570
-9
| -0.6% | -$1.65K | ﹤0.01% | 1244 |
|
|
2023
Q1 | $308K | Buy |
1,579
+320
| +25% | +$62.4K | 0.01% | 1042 |
|
|
2022
Q4 | $225K | Buy |
+1,259
| New | +$225K | 0.01% | 901 |
|