Mitchell & Pahl Private Wealth’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,061
| Closed | -$548K | – | 159 |
|
|
2022
Q1 | $548K | Buy |
3,061
+309
| +11% | +$55.3K | 0.35% | 96 |
|
|
2021
Q4 | $564K | Buy |
2,752
+504
| +22% | +$103K | 0.36% | 89 |
|
|
2021
Q3 | $409K | Buy |
2,248
+57
| +3% | +$10.4K | 0.29% | 105 |
|
|
2021
Q2 | $383K | Buy |
2,191
+240
| +12% | +$42K | 0.27% | 111 |
|
|
2021
Q1 | $323K | Buy |
1,951
+48
| +3% | +$7.95K | 0.25% | 118 |
|
|
2020
Q4 | $251K | Buy |
+1,903
| New | +$251K | 0.21% | 127 |
|