MSWM
Mowery & Schoenfeld Wealth Management’s CDW CDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $89.1K | Hold |
499
| – | – | 0.14% | 84 |
|
|
2025
Q1 | $80K | Sell |
499
-22
| -4% | -$3.53K | 0.16% | 98 |
|
|
2024
Q4 | $90.7K | Buy |
521
+22
| +4% | +$3.83K | 0.18% | 77 |
|
|
2024
Q3 | $113K | Sell |
499
-34
| -6% | -$7.69K | 0.18% | 56 |
|
|
2024
Q2 | $119K | Hold |
533
| – | – | 0.17% | 57 |
|
|
2024
Q1 | $136K | Buy |
533
+455
| +583% | +$116K | 0.26% | 43 |
|
|
2023
Q4 | $17.7K | Buy |
+78
| New | +$17.7K | 0.04% | 100 |
|