KLR Investment Advisors’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $246K | Sell |
1,034
-219
| -17% | -$52K | 0.18% | 159 |
|
|
2023
Q4 | $285K | Sell |
1,253
-125
| -9% | -$28.4K | 0.21% | 147 |
|
|
2023
Q3 | $269K | Buy |
1,378
+101
| +8% | +$19.7K | 0.24% | 143 |
|
|
2023
Q2 | $234K | Sell |
1,277
-101
| -7% | -$18.5K | 0.19% | 164 |
|
|
2023
Q1 | $269K | Buy |
1,378
+13
| +1% | +$2.53K | 0.24% | 146 |
|
|
2022
Q4 | $244K | Buy |
+1,365
| New | +$244K | 0.2% | 154 |
|