Kestra Private Wealth Services’s CDW CDW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$301K	Buy	+1,686	New	+$301K	﹤0.01%	1274
2024 Q2	–	Sell	-2,088	Closed	-$534K	–	1355
2024 Q1	$534K	Buy	2,088 +264	+14%	+$67.5K	0.01%	773
2023 Q4	$415K	Buy	+1,824	New	+$415K	0.01%	806