Mission 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 |
-958
| Closed | -$217K | – | 631 |
|
|
2024
Q3 | $217K | Buy |
958
+12
| +1% | +$2.72K | 0.01% | 593 |
|
|
2024
Q2 | $212K | Sell |
946
-56
| -6% | -$12.5K | 0.01% | 573 |
|
|
2024
Q1 | $256K | Buy |
+1,002
| New | +$256K | 0.01% | 550 |
|
|
2023
Q2 | – | Sell |
-1,168
| Closed | -$228K | – | 524 |
|
|
2023
Q1 | $228K | Buy |
1,168
+37
| +3% | +$7.21K | 0.01% | 461 |
|
|
2022
Q4 | $202K | Buy |
+1,131
| New | +$202K | 0.01% | 473 |
|