Jackson Grant Investment Advisers’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.3K | Hold |
119
| – | – | 0.01% | 226 |
|
|
2025
Q1 | $19.1K | Hold |
119
| – | – | 0.01% | 226 |
|
|
2024
Q4 | $20.7K | Hold |
119
| – | – | 0.01% | 225 |
|
|
2024
Q3 | $26.9K | Hold |
119
| – | – | 0.01% | 214 |
|
|
2024
Q2 | $26.6K | Hold |
119
| – | – | 0.01% | 211 |
|
|
2024
Q1 | $30.4K | Hold |
119
| – | – | 0.01% | 203 |
|
|
2023
Q4 | $27.1K | Hold |
119
| – | – | 0.01% | 207 |
|
|
2023
Q3 | $24K | Hold |
119
| – | – | 0.01% | 213 |
|
|
2023
Q2 | $21.8K | Hold |
119
| – | – | 0.01% | 222 |
|
|
2023
Q1 | $23.2K | Hold |
119
| – | – | 0.01% | 248 |
|
|
2022
Q4 | $21.3K | Hold |
119
| – | – | 0.01% | 248 |
|
|
2022
Q3 | $19K | Hold |
119
| – | – | 0.01% | 259 |
|
|
2022
Q2 | $19K | Hold |
119
| – | – | 0.01% | 265 |
|
|
2022
Q1 | $21K | Hold |
119
| – | – | 0.01% | 275 |
|
|
2021
Q4 | $24K | Hold |
119
| – | – | 0.01% | 223 |
|
|
2021
Q3 | $22K | Hold |
119
| – | – | 0.01% | 275 |
|
|
2021
Q2 | $21K | Buy |
119
+13
| +12% | +$2.29K | 0.01% | 289 |
|
|
2021
Q1 | $18K | Buy |
+106
| New | +$18K | 0.01% | 298 |
|