Intercontinental Wealth Advisors’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,660
| Closed | -$655K | – | 275 |
|
|
2022
Q1 | $655K | Buy |
3,660
+23
| +0.6% | +$4.12K | 0.15% | 141 |
|
|
2021
Q4 | $745K | Buy |
3,637
+1,579
| +77% | +$323K | 0.16% | 123 |
|
|
2021
Q3 | $375K | Sell |
2,058
-289
| -12% | -$52.7K | 0.09% | 202 |
|
|
2021
Q2 | $410K | Buy |
2,347
+370
| +19% | +$64.6K | 0.08% | 198 |
|
|
2021
Q1 | $328K | Buy |
1,977
+285
| +17% | +$47.3K | 0.07% | 199 |
|
|
2020
Q4 | $223K | Buy |
+1,692
| New | +$223K | 0.05% | 233 |
|