Meridian Wealth Management’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,353
| Closed | -$306K | – | 632 |
|
|
2024
Q3 | $306K | Sell |
1,353
-851
| -39% | -$193K | 0.02% | 513 |
|
|
2024
Q2 | $493K | Buy |
+2,204
| New | +$493K | 0.06% | 174 |
|
|
2024
Q1 | – | Sell |
-2,171
| Closed | -$493K | – | 236 |
|
|
2023
Q4 | $493K | Buy |
2,171
+365
| +20% | +$83K | 0.03% | 386 |
|
|
2023
Q3 | $364K | Buy |
1,806
+63
| +4% | +$12.7K | 0.02% | 426 |
|
|
2023
Q2 | $320K | Buy |
+1,743
| New | +$320K | 0.03% | 419 |
|
|
2019
Q3 | – | Sell |
-206
| Closed | -$228 | – | 233 |
|
|
2019
Q2 | $228 | Buy |
+206
| New | +$228 | 0.01% | 518 |
|