Lee Financial’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,079
| Closed | -$276K | – | 151 |
|
|
2024
Q1 | $276K | Hold |
1,079
| – | – | 0.05% | 125 |
|
|
2023
Q4 | $245K | Buy |
1,079
+1,000
| +1,266% | +$227K | 0.04% | 128 |
|
|
2023
Q3 | $15.9K | Hold |
79
| – | – | ﹤0.01% | 334 |
|
|
2023
Q2 | $14.5K | Hold |
79
| – | – | ﹤0.01% | 351 |
|
|
2023
Q1 | $15.4K | Hold |
79
| – | – | ﹤0.01% | 352 |
|
|
2022
Q4 | $14.1K | Hold |
79
| – | – | ﹤0.01% | 405 |
|
|
2022
Q3 | $12K | Hold |
79
| – | – | ﹤0.01% | 403 |
|
|
2022
Q2 | $12K | Hold |
79
| – | – | ﹤0.01% | 416 |
|
|
2022
Q1 | $14K | Hold |
79
| – | – | ﹤0.01% | 384 |
|
|
2021
Q4 | $16K | Hold |
79
| – | – | ﹤0.01% | 403 |
|
|
2021
Q3 | $14K | Hold |
79
| – | – | ﹤0.01% | 377 |
|
|
2021
Q2 | $14K | Hold |
79
| – | – | ﹤0.01% | 364 |
|
|
2021
Q1 | $13K | Sell |
79
-68
| -46% | -$11.2K | ﹤0.01% | 358 |
|
|
2020
Q4 | $19K | Sell |
147
-1
| -0.7% | -$129 | ﹤0.01% | 292 |
|
|
2020
Q3 | $18K | Hold |
148
| – | – | 0.01% | 316 |
|
|
2020
Q2 | $17K | Hold |
148
| – | – | ﹤0.01% | 295 |
|
|
2020
Q1 | $14K | Hold |
148
| – | – | ﹤0.01% | 258 |
|
|
2019
Q4 | $21K | Hold |
148
| – | – | ﹤0.01% | 250 |
|
|
2019
Q3 | $18K | Hold |
148
| – | – | ﹤0.01% | 260 |
|
|
2019
Q2 | $16K | Hold |
148
| – | – | ﹤0.01% | 283 |
|
|
2019
Q1 | $14K | Hold |
148
| – | – | ﹤0.01% | 288 |
|
|
2018
Q4 | $12K | Hold |
148
| – | – | ﹤0.01% | 260 |
|
|
2018
Q3 | $13K | Sell |
148
-135
| -48% | -$11.9K | ﹤0.01% | 290 |
|
|
2018
Q2 | $23K | Hold |
283
| – | – | 0.01% | 327 |
|
|
2018
Q1 | $19K | Buy |
283
+135
| +91% | +$9.06K | ﹤0.01% | 355 |
|
|
2017
Q4 | $10K | Buy |
+148
| New | +$10K | ﹤0.01% | 319 |
|