Patriot Financial Group Insurance Agency’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2
| Closed | – | – | 2063 |
|
|
2021
Q4 | $0 | Sell |
2
-1
| -33% | – | ﹤0.01% | 2150 |
|
|
2021
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 2034 |
|
|
2021
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 1962 |
|
|
2021
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 1980 |
|
|
2020
Q4 | $0 | Sell |
3
-6
| -67% | – | ﹤0.01% | 1860 |
|
|
2020
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 1528 |
|
|
2020
Q2 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 1490 |
|
|
2018
Q2 | – | Sell |
-38
| Closed | -$3K | – | 630 |
|
|
2018
Q1 | $3K | Hold |
38
| – | – | ﹤0.01% | 810 |
|
|
2017
Q4 | $3K | Sell |
38
-169
| -82% | -$13.3K | ﹤0.01% | 800 |
|
|
2017
Q3 | $15K | Hold |
207
| – | – | 0.01% | 461 |
|
|
2017
Q2 | $13K | Buy |
+207
| New | +$13K | 0.01% | 472 |
|