PDS Planning’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $282K | Buy |
1,580
+47
| +3% | +$8.4K | 0.02% | 372 |
|
|
2025
Q1 | $246K | Buy |
1,533
+123
| +9% | +$19.7K | 0.02% | 376 |
|
|
2024
Q4 | $245K | Buy |
1,410
+224
| +19% | +$39K | 0.02% | 350 |
|
|
2024
Q3 | $268K | Buy |
1,186
+49
| +4% | +$11.1K | 0.02% | 329 |
|
|
2024
Q2 | $255K | Buy |
1,137
+11
| +1% | +$2.46K | 0.03% | 299 |
|
|
2024
Q1 | $288K | Sell |
1,126
-13
| -1% | -$3.33K | 0.03% | 271 |
|
|
2023
Q4 | $259K | Buy |
1,139
+3
| +0.3% | +$682 | 0.03% | 269 |
|
|
2023
Q3 | $229K | Buy |
+1,136
| New | +$229K | 0.03% | 270 |
|