Legacy Capital Wealth Partners’s CDW CDW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$278K Buy
1,556
+189
+14% +$33.8K 0.06% 312
2025
Q1
$219K Buy
+1,367
New +$219K 0.05% 330
2024
Q3
Sell
-1,001
Closed -$224K 362
2024
Q2
$224K Buy
+1,001
New +$224K 0.06% 280