Mount Yale Investment Advisors’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $401K | Buy |
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|
2025
Q1 | $347K | Sell |
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|
2024
Q4 | $389K | Sell |
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|
2024
Q3 | $515K | Sell |
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|
2024
Q2 | $538K | Sell |
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|
2024
Q1 | $639K | Sell |
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|
2023
Q4 | $737K | Sell |
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|
2023
Q3 | $806K | Sell |
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|
2023
Q2 | $1.98M | Buy |
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|
2023
Q1 | $1.03M | Buy |
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|
2022
Q4 | $905K | Buy |
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|
2022
Q3 | $778K | Buy |
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|
2022
Q2 | $764K | Sell |
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|
2022
Q1 | $875K | Sell |
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|
2021
Q4 | $1.02M | Sell |
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|
2021
Q3 | $915K | Sell |
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|
2021
Q2 | $931K | Sell |
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|
2021
Q1 | $898K | Sell |
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|
2020
Q4 | $867K | Buy |
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|
2020
Q3 | $775K | Buy |
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|
2020
Q2 | $609K | Buy |
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|
2020
Q1 | $439K | Buy |
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|
2019
Q4 | $525K | Buy |
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|
2019
Q3 | $537K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $38K | Sell |
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|
2018
Q2 | $37K | Sell |
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|
2018
Q1 | $34K | Buy |
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