Quotient Wealth Partners’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Sell |
1,292
-48
| -4% | -$8.57K | 0.01% | 321 |
|
|
2025
Q1 | $215K | Buy |
1,340
+83
| +7% | +$13.3K | 0.01% | 315 |
|
|
2024
Q4 | $219K | Sell |
1,257
-89
| -7% | -$15.5K | 0.01% | 308 |
|
|
2024
Q3 | $305K | Buy |
1,346
+9
| +0.7% | +$2.04K | 0.01% | 247 |
|
|
2024
Q2 | $299K | Buy |
1,337
+29
| +2% | +$6.49K | 0.01% | 247 |
|
|
2024
Q1 | $335K | Buy |
1,308
+64
| +5% | +$16.4K | 0.01% | 217 |
|
|
2023
Q4 | $283K | Buy |
+1,244
| New | +$283K | 0.01% | 232 |
|