Principal Securities’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $155K | Buy |
868
+88
| +11% | +$15.7K | ﹤0.01% | 1347 |
|
|
2025
Q1 | $136K | Hold |
780
| – | – | ﹤0.01% | 1292 |
|
|
2024
Q4 | $136K | Sell |
780
-1,183
| -60% | -$206K | ﹤0.01% | 1288 |
|
|
2024
Q3 | $444K | Buy |
1,963
+103
| +6% | +$23.3K | 0.01% | 801 |
|
|
2024
Q2 | $416K | Buy |
1,860
+93
| +5% | +$20.8K | 0.01% | 768 |
|
|
2024
Q1 | $452K | Buy |
1,767
+43
| +2% | +$11K | 0.01% | 706 |
|
|
2023
Q4 | $392K | Buy |
+1,724
| New | +$392K | 0.01% | 700 |
|