Oak Thistle LLC’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 |
-4,160
| Closed | -$667K | – | 477 |
|
|
2025
Q1 | $667K | Buy |
+4,160
| New | +$667K | 0.13% | 253 |
|
|
2024
Q3 | – | Sell |
-1,792
| Closed | -$401K | – | 420 |
|
|
2024
Q2 | $401K | Buy |
+1,792
| New | +$401K | 0.3% | 146 |
|
|
2023
Q2 | – | Sell |
-2,788
| Closed | -$543K | – | 372 |
|
|
2023
Q1 | $543K | Buy |
+2,788
| New | +$543K | 0.32% | 118 |
|