Portside Wealth Group’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $361K | Sell |
2,024
-34
| -2% | -$6.07K | 0.05% | 302 |
|
|
2025
Q1 | $330K | Buy |
2,058
+306
| +17% | +$49K | 0.05% | 308 |
|
|
2024
Q4 | $305K | Buy |
1,752
+502
| +40% | +$87.4K | 0.05% | 322 |
|
|
2024
Q3 | $283K | Buy |
1,250
+233
| +23% | +$52.7K | 0.05% | 319 |
|
|
2024
Q2 | $228K | Sell |
1,017
-67
| -6% | -$15K | 0.04% | 321 |
|
|
2024
Q1 | $277K | Buy |
1,084
+71
| +7% | +$18.2K | 0.05% | 289 |
|
|
2023
Q4 | $230K | Buy |
+1,013
| New | +$230K | 0.04% | 313 |
|