Mark Sheptoff Financial Planning’s CDW CDW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-9	Closed	-$2K	–	434
2021 Q4	$2K	Buy	+9	New	+$2K	﹤0.01%	404
2015 Q1	–	Sell	-2,550	Closed	-$90K	–	335
2014 Q4	$90K	Sell	2,550 -7,600	-75%	-$268K	0.08%	134
2014 Q3	$315K	Buy	+10,150	New	+$315K	0.28%	85