Lake Street Private Wealth’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,300
| Closed | -$208K | – | 261 |
|
|
2025
Q1 | $208K | Hold |
1,300
| – | – | 0.03% | 234 |
|
|
2024
Q4 | $226K | Hold |
1,300
| – | – | 0.04% | 222 |
|
|
2024
Q3 | $294K | Sell |
1,300
-11
| -0.8% | -$2.49K | 0.05% | 208 |
|
|
2024
Q2 | $293K | Buy |
1,311
+20
| +2% | +$4.48K | 0.04% | 268 |
|
|
2024
Q1 | $330K | Buy |
+1,291
| New | +$330K | 0.05% | 254 |
|