Invenio Wealth Partners’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-905
| Closed | -$203K | – | 99 |
|
|
2024
Q2 | $203K | Sell |
905
-12
| -1% | -$2.69K | 0.1% | 94 |
|
|
2024
Q1 | $235K | Sell |
917
-245
| -21% | -$62.7K | 0.13% | 90 |
|
|
2023
Q4 | $264K | Hold |
1,162
| – | – | 0.19% | 74 |
|
|
2023
Q3 | $234K | Sell |
1,162
-365
| -24% | -$73.6K | 0.21% | 72 |
|
|
2023
Q2 | $280K | Buy |
+1,527
| New | +$280K | 0.32% | 59 |
|