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Peak Financial Advisors’s CDW CDW Stock Holding History

Peak Financial Advisors’s Portfolio CDW Stock Details CDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-12,748
Closed -$2.85M – 80
2024
Q2 		$2.85M Buy
+12,748
New +$2.85M 1.64% 21