Janiczek Wealth Management’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $165K | Hold |
738
| – | – | 0.03% | 212 |
|
|
2024
Q1 | $189K | Sell |
738
-126
| -15% | -$32.2K | 0.04% | 185 |
|
|
2023
Q4 | $196K | Sell |
864
-752
| -47% | -$171K | 0.05% | 162 |
|
|
2023
Q3 | $326K | Buy |
1,616
+1,610
| +26,833% | +$325K | 0.09% | 93 |
|
|
2023
Q2 | $1.1K | Hold |
6
| – | – | ﹤0.01% | 835 |
|
|
2023
Q1 | $1.12K | Hold |
6
| – | – | ﹤0.01% | 839 |
|
|
2022
Q4 | $1.16K | Hold |
6
| – | – | ﹤0.01% | 840 |
|
|
2022
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 813 |
|
|
2022
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 839 |
|
|
2022
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 837 |
|
|
2021
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 892 |
|
|
2021
Q3 | $1K | Buy |
6
+2
| +50% | +$333 | ﹤0.01% | 872 |
|
|
2021
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 823 |
|
|
2021
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 786 |
|
|
2020
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 717 |
|
|
2020
Q3 | $0 | Buy |
+4
| New | – | ﹤0.01% | 653 |
|