Meridian Wealth Partners’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-534
| Closed | -$88K | – | 298 |
|
|
2021
Q1 | $88K | Buy |
534
+2
| +0.4% | +$330 | 0.03% | 121 |
|
|
2020
Q4 | $70K | Hold |
532
| – | – | 0.03% | 117 |
|
|
2020
Q3 | $64K | Hold |
532
| – | – | 0.03% | 112 |
|
|
2020
Q2 | $62K | Hold |
532
| – | – | 0.03% | 113 |
|
|
2020
Q1 | $50K | Buy |
+532
| New | +$50K | 0.03% | 120 |
|