Principia Wealth Advisory’s CDW CDW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$357	Sell	2 -1	-33%	-$179	﹤0.01%	806
2025 Q1	$478	Sell	3 -1	-25%	-$159	﹤0.01%	579
2024 Q4	$696	Buy	+4	New	+$696	﹤0.01%	445