IWP
CDW icon

Invenio Wealth Partners’s CDW CDW Stock Holding History

Invenio Wealth Partners’s Portfolio CDW Stock Details CDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-905
Closed -$203K – 99
2024
Q2 		$203K Sell
905
-12
-1% -$2.78K 0.1% 94
2024
Q1 		$235K Sell
917
-245
-21% -$58.2K 0.13% 90
2023
Q4 		$264K Hold
1,162
– – 0.19% 74
2023
Q3 		$234K Sell
1,162
-365
-24% -$72.8K 0.21% 72
2023
Q2 		$280K Buy
+1,527
New +$267K 0.32% 59

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