LFA
Legacy Financial Advisors’s CDW CDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-717
| Closed | -$69K | – | 251 |
|
|
2019
Q1 | $69K | Hold |
717
| – | – | 0.02% | 225 |
|
|
2018
Q4 | $58K | Hold |
717
| – | – | 0.02% | 215 |
|
|
2018
Q3 | $63K | Sell |
717
-145
| -17% | -$12.7K | 0.02% | 220 |
|
|
2018
Q2 | $74K | Hold |
862
| – | – | 0.03% | 201 |
|
|
2018
Q1 | $60K | Hold |
862
| – | – | 0.02% | 221 |
|
|
2017
Q4 | $59K | Buy |
+862
| New | +$59K | 0.02% | 219 |
|