JGP 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
Q4 | – | Sell |
-48,799
| Closed | -$11M | – | 184 |
|
|
2024
Q3 | $11M | Buy |
48,799
+2,604
| +6% | +$589K | 1.42% | 26 |
|
|
2024
Q2 | $10.3M | Buy |
46,195
+1,135
| +3% | +$254K | 1.47% | 24 |
|
|
2024
Q1 | $11.5M | Buy |
45,060
+38,204
| +557% | +$9.77M | 1.67% | 21 |
|
|
2023
Q4 | $1.56M | Buy |
+6,856
| New | +$1.56M | 0.23% | 67 |
|