LA
Legacy Advisors’s CDW CDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,678
| Closed | -$1.07M | – | 84 |
|
|
2025
Q1 | $1.07M | Sell |
6,678
-902
| -12% | -$145K | 0.11% | 157 |
|
|
2024
Q4 | $1.32M | Buy |
7,580
+5,185
| +216% | +$902K | 0.13% | 122 |
|
|
2024
Q3 | $542K | Buy |
2,395
+64
| +3% | +$14.5K | 0.06% | 234 |
|
|
2024
Q2 | $522K | Buy |
2,331
+819
| +54% | +$183K | 0.06% | 201 |
|
|
2024
Q1 | $387K | Buy |
1,512
+298
| +25% | +$76.2K | 0.05% | 229 |
|
|
2023
Q4 | $276K | Sell |
1,214
-405
| -25% | -$92.1K | 0.04% | 255 |
|
|
2023
Q3 | $327K | Buy |
1,619
+43
| +3% | +$8.68K | 0.05% | 228 |
|
|
2023
Q2 | $289K | Buy |
+1,576
| New | +$289K | 0.04% | 225 |
|
|
2019
Q3 | – | Sell |
-26
| Closed | -$3K | – | 152 |
|
|
2019
Q2 | $3K | Hold |
26
| – | – | ﹤0.01% | 336 |
|
|
2019
Q1 | $3K | Buy |
+26
| New | +$3K | ﹤0.01% | 372 |
|
|
2018
Q4 | – | Sell |
-26
| Closed | -$2K | – | 169 |
|
|
2018
Q3 | $2K | Hold |
26
| – | – | ﹤0.01% | 440 |
|
|
2018
Q2 | $2K | Hold |
26
| – | – | ﹤0.01% | 386 |
|
|
2018
Q1 | $2K | Hold |
26
| – | – | ﹤0.01% | 336 |
|
|
2017
Q4 | $1K | Hold |
26
| – | – | ﹤0.01% | 334 |
|
|
2017
Q3 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 337 |
|