OneDigital Investment Advisors’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Sell |
1,139
-186
| -14% | -$33.2K | ﹤0.01% | 1382 |
|
|
2025
Q1 | $212K | Buy |
+1,325
| New | +$212K | ﹤0.01% | 1301 |
|
|
2018
Q4 | – | Sell |
-87
| Closed | -$8K | – | 1127 |
|
|
2018
Q3 | $8K | Hold |
87
| – | – | ﹤0.01% | 869 |
|
|
2018
Q2 | $7K | Hold |
87
| – | – | ﹤0.01% | 1109 |
|
|
2018
Q1 | $6K | Hold |
87
| – | – | ﹤0.01% | 1121 |
|
|
2017
Q4 | $6K | Hold |
87
| – | – | ﹤0.01% | 1061 |
|
|
2017
Q3 | $6K | Hold |
87
| – | – | ﹤0.01% | 863 |
|
|
2017
Q2 | $5K | Buy |
+87
| New | +$5K | ﹤0.01% | 1048 |
|