Pathstone Family Office’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.06M | Buy |
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|
2023
Q2 | $205K | Sell |
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|
2023
Q1 | $440K | Sell |
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|
2022
Q4 | $1.14M | Buy |
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|
2022
Q3 | $900K | Buy |
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|
2022
Q2 | $276K | Sell |
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|
2022
Q1 | $369K | Sell |
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|
2021
Q4 | $454K | Buy |
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|
2021
Q3 | $392K | Buy |
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|
2021
Q2 | $248K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $14K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $35K | Sell |
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|
2019
Q2 | $51K | Sell |
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|
2019
Q1 | $49K | Buy |
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|
2018
Q4 | $2K | Buy |
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