Mascoma Wealth Management’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.2K | Hold |
214
| – | – | 0.01% | 212 |
|
|
2025
Q1 | $34.3K | Sell |
214
-105
| -33% | -$16.8K | 0.01% | 216 |
|
|
2024
Q4 | $55.5K | Sell |
319
-233
| -42% | -$40.6K | 0.01% | 185 |
|
|
2024
Q3 | $125K | Sell |
552
-5
| -0.9% | -$1.13K | 0.03% | 124 |
|
|
2024
Q2 | $125K | Buy |
557
+285
| +105% | +$63.8K | 0.03% | 119 |
|
|
2024
Q1 | $69.6K | Hold |
272
| – | – | 0.02% | 154 |
|
|
2023
Q4 | $61.8K | Sell |
272
-19
| -7% | -$4.32K | 0.02% | 174 |
|
|
2023
Q3 | $58.7K | Buy |
291
+259
| +809% | +$52.3K | 0.02% | 174 |
|
|
2023
Q2 | $6.49K | Hold |
32
| – | – | ﹤0.01% | 363 |
|
|
2023
Q1 | $5.43K | Hold |
32
| – | – | ﹤0.01% | 471 |
|
|
2022
Q4 | $5.72K | Buy |
+32
| New | +$5.72K | ﹤0.01% | 476 |
|
|
2022
Q3 | – | Sell |
-23
| Closed | -$4K | – | 601 |
|
|
2022
Q2 | $4K | Sell |
23
-6
| -21% | -$1.04K | ﹤0.01% | 514 |
|
|
2022
Q1 | $5K | Buy |
+29
| New | +$5K | ﹤0.01% | 503 |
|