Mascoma Wealth Management’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $38.2K | Hold |
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|
2025
Q1 | $34.3K | Sell |
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|
2024
Q4 | $55.5K | Sell |
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|
2024
Q3 | $125K | Sell |
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|
2024
Q2 | $125K | Buy |
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|
2024
Q1 | $69.6K | Hold |
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|
2023
Q4 | $61.8K | Sell |
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|
2023
Q3 | $58.7K | Buy |
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|
2023
Q2 | $6.49K | Hold |
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|
2023
Q1 | $5.43K | Hold |
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|
2022
Q4 | $5.71K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $4K | Sell |
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|
2022
Q1 | $5K | Buy |
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