Nova R Wealth’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,801
| Closed | -$289K | – | 83 |
|
|
2025
Q1 | $289K | Buy |
1,801
+2
| +0.1% | +$320 | 0.14% | 64 |
|
|
2024
Q4 | $313K | Buy |
1,799
+1
| +0.1% | +$174 | 0.16% | 62 |
|
|
2024
Q3 | $407K | Sell |
1,798
-23
| -1% | -$5.21K | 0.2% | 58 |
|
|
2024
Q2 | $408K | Buy |
1,821
+24
| +1% | +$5.37K | 0.21% | 56 |
|
|
2024
Q1 | $460K | Buy |
+1,797
| New | +$460K | 0.24% | 50 |
|
|
2023
Q2 | – | Sell |
-1,833
| Closed | -$357K | – | 65 |
|
|
2023
Q1 | $357K | Buy |
1,833
+3
| +0.2% | +$585 | 0.24% | 52 |
|
|
2022
Q4 | $327K | Sell |
1,830
-3
| -0.2% | -$536 | 0.24% | 55 |
|
|
2022
Q3 | $286K | Hold |
1,833
| – | – | 0.23% | 52 |
|
|
2022
Q2 | $289K | Sell |
1,833
-10
| -0.5% | -$1.58K | 0.24% | 57 |
|
|
2022
Q1 | $330K | Hold |
1,843
| – | – | 0.28% | 49 |
|
|
2021
Q4 | $377K | Buy |
+1,843
| New | +$377K | 0.3% | 52 |
|