Liberty Wealth Management’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,162
| Closed | -$216K | – | 308 |
|
|
2021
Q3 | $216K | Buy |
1,162
+654
| +129% | +$122K | 0.08% | 154 |
|
|
2021
Q2 | $89K | Buy |
508
+14
| +3% | +$2.45K | 0.03% | 223 |
|
|
2021
Q1 | $68K | Hold |
494
| – | – | 0.03% | 229 |
|
|
2020
Q4 | $68K | Buy |
494
+36
| +8% | +$4.96K | 0.03% | 227 |
|
|
2020
Q3 | $55K | Sell |
458
-34
| -7% | -$4.08K | 0.03% | 214 |
|
|
2020
Q2 | $57K | Buy |
492
+10
| +2% | +$1.16K | 0.04% | 204 |
|
|
2020
Q1 | $46K | Sell |
482
-21
| -4% | -$2K | 0.04% | 217 |
|
|
2019
Q4 | $72K | Buy |
503
+1
| +0.2% | +$143 | 0.06% | 196 |
|
|
2019
Q3 | $62K | Buy |
502
+1
| +0.2% | +$124 | 0.06% | 199 |
|
|
2019
Q2 | $56K | Buy |
+501
| New | +$56K | 0.05% | 231 |
|