Polaris Wealth Advisory Group’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.42M | Sell |
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|
2022
Q4 | $1.4M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $27.6M | Sell |
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|
2019
Q3 | $25.9M | Sell |
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|
2019
Q2 | $24.4M | Sell |
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|
2019
Q1 | $25M | Sell |
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|
2018
Q4 | $22.3M | Sell |
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|
2018
Q3 | $25.3M | Sell |
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|
2018
Q2 | $22.6M | Sell |
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|
2018
Q1 | $22.6M | Buy |
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|
2017
Q4 | $20M | Buy |
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|
2017
Q3 | $18.2M | Sell |
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|
2017
Q2 | $17.7M | Sell |
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|
2017
Q1 | $17.3M | Sell |
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|
2016
Q4 | $16.2M | Sell |
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|
2016
Q3 | $14.8M | Buy |
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|
2016
Q2 | $12.3M | Buy |
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|
2016
Q1 | $11.1M | Buy |
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|
2015
Q4 | $8.47M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $5.39M | Buy |
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|
2015
Q1 | $5.03M | Buy |
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