OAM
Optimal Asset Management’s CDW CDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.11M | Buy |
6,115
+15
| +0.2% | +$2.73K | 0.14% | 221 |
|
|
2021
Q2 | $1.07M | Hold |
6,100
| – | – | 0.13% | 232 |
|
|
2021
Q1 | $1.01M | Sell |
6,100
-4,900
| -45% | -$812K | 0.13% | 231 |
|
|
2020
Q4 | $1.45M | Sell |
11,000
-18
| -0.2% | -$2.37K | 0.21% | 172 |
|
|
2020
Q3 | $1.32M | Sell |
11,018
-1,708
| -13% | -$204K | 0.19% | 176 |
|
|
2020
Q2 | $1.48M | Sell |
12,726
-11,878
| -48% | -$1.38M | 0.24% | 143 |
|
|
2020
Q1 | $2.3K | Buy |
24,604
+16,633
| +209% | +$1.55K | 0.22% | 163 |
|
|
2019
Q4 | $1.14M | Buy |
+7,971
| New | +$1.14M | 0.17% | 217 |
|