JFS Wealth Advisors’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $83.1K | Sell |
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|
2025
Q1 | $76.3K | Sell |
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|
2024
Q4 | $84.2K | Sell |
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|
2024
Q3 | $123K | Buy |
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|
2024
Q2 | $121K | Buy |
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|
2024
Q1 | $138K | Hold |
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|
2023
Q4 | $123K | Buy |
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|
2023
Q3 | $108K | Buy |
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|
2023
Q2 | $76.4K | Buy |
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|
2023
Q1 | $81.1K | Sell |
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|
2022
Q4 | $74.5K | Hold |
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|
2022
Q3 | $65K | Sell |
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|
2022
Q2 | $68K | Buy |
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|
2022
Q1 | $72K | Buy |
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|
2021
Q4 | $76K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $6K | Hold |
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|
2017
Q4 | $6K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $62K | Sell |
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|
2016
Q2 | $58K | Sell |
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|
2016
Q1 | $91K | Sell |
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|
2015
Q4 | $98K | Hold |
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|
2015
Q3 | $95K | Buy |
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|
2015
Q2 | $80K | Hold |
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|
2015
Q1 | $87K | Buy |
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|
2014
Q4 | $79K | Hold |
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|
2014
Q3 | $69K | Buy |
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|
2014
Q2 | $71K | Buy |
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