MorganRosel Wealth Management’s CDW CDW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-5,385
Closed -$626K 73
2020
Q2
$626K Sell
5,385
-369
-6% -$42.9K 0.58% 38
2020
Q1
$537K Sell
5,754
-326
-5% -$30.4K 0.61% 33
2019
Q4
$868K Sell
6,080
-487
-7% -$69.5K 0.66% 26
2019
Q3
$809K Buy
+6,567
New +$809K 0.66% 29