MWPCG
Measured Wealth Private Client Group’s CDW CDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,100
| Closed | -$233K | – | 149 |
|
|
2019
Q2 | $233K | Sell |
2,100
-250
| -11% | -$27.7K | 0.13% | 164 |
|
|
2019
Q1 | $226K | Buy |
+2,350
| New | +$226K | 0.14% | 159 |
|
|
2018
Q4 | – | Sell |
-2,570
| Closed | -$223K | – | 195 |
|
|
2018
Q3 | $223K | Sell |
2,570
-206
| -7% | -$17.9K | 0.13% | 136 |
|
|
2018
Q2 | $224K | Buy |
+2,776
| New | +$224K | 0.18% | 128 |
|