Modern Wealth Management’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.22M | Buy |
12,428
+279
| +2% | +$49.8K | 0.06% | 256 |
|
|
2025
Q1 | $1.95M | Buy |
12,149
+1,091
| +10% | +$175K | 0.06% | 210 |
|
|
2024
Q4 | $1.92M | Buy |
11,058
+695
| +7% | +$121K | 0.07% | 187 |
|
|
2024
Q3 | $2.35M | Buy |
10,363
+586
| +6% | +$133K | 0.14% | 97 |
|
|
2024
Q2 | $2.19M | Buy |
9,777
+86
| +0.9% | +$19.3K | 0.16% | 84 |
|
|
2024
Q1 | $2.48M | Buy |
+9,691
| New | +$2.48M | 0.23% | 61 |
|