Opal Wealth 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 | $42.3K | Sell |
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|
2025
Q1 | $238K | Buy |
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|
2024
Q4 | $225K | Sell |
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|
2024
Q3 | $297K | Sell |
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|
2024
Q2 | $317K | Sell |
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|
2024
Q1 | $367K | Sell |
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|
2023
Q4 | $335K | Buy |
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|
2023
Q3 | $292K | Buy |
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|
2023
Q2 | $254K | Sell |
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|
2023
Q1 | $290K | Buy |
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|
2022
Q4 | $256K | Sell |
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|
2022
Q3 | $239K | Buy |
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|
2022
Q2 | $241K | Buy |
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|
2022
Q1 | $267K | Buy |
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|
2021
Q4 | $296K | Buy |
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|
2021
Q3 | $213K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $214K | Buy |
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