Motive Wealth Advisors’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-7,421
| Closed | -$1.17M | – | 63 |
|
|
2022
Q2 | $1.17M | Buy |
7,421
+163
| +2% | +$25.7K | 0.92% | 22 |
|
|
2022
Q1 | $1.3M | Sell |
7,258
-427
| -6% | -$76.4K | 0.89% | 26 |
|
|
2021
Q4 | $1.57M | Buy |
7,685
+316
| +4% | +$64.7K | 0.95% | 26 |
|
|
2021
Q3 | $1.34M | Sell |
7,369
-1,577
| -18% | -$287K | 0.91% | 23 |
|
|
2021
Q2 | $1.56M | Buy |
+8,946
| New | +$1.56M | 1.12% | 19 |
|