Private Wealth Management 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 | $11.3K | Buy |
63
+16
| +34% | +$2.86K | ﹤0.01% | 450 |
|
2025
Q1 | $7.53K | Sell |
47
-10
| -18% | -$1.6K | ﹤0.01% | 572 |
|
2024
Q4 | $9.92K | Sell |
57
-29
| -34% | -$5.05K | ﹤0.01% | 471 |
|
2024
Q3 | $19.5K | Buy |
86
+27
| +46% | +$6.11K | 0.01% | 295 |
|
2024
Q2 | $13.2K | Buy |
59
+32
| +119% | +$7.16K | 0.01% | 375 |
|
2024
Q1 | $6.91K | Sell |
27
-4
| -13% | -$1.02K | ﹤0.01% | 518 |
|
2023
Q4 | $7.05K | Buy |
+31
| New | +$7.05K | ﹤0.01% | 500 |
|