RGT Wealth Advisors’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-171
| Closed | -$35K | – | 145 |
|
|
2021
Q4 | $35K | Buy |
+171
| New | +$35K | 0.01% | 157 |
|
|
2018
Q4 | – | Sell |
-4,938
| Closed | -$439K | – | 20 |
|
|
2018
Q3 | $439K | Buy |
4,938
+68
| +1% | +$6.05K | 1.48% | 21 |
|
|
2018
Q2 | $393K | Sell |
4,870
-68
| -1% | -$5.49K | 1.26% | 18 |
|
|
2018
Q1 | $347K | Buy |
4,938
+845
| +21% | +$59.4K | 0.17% | 57 |
|
|
2017
Q4 | $284K | Hold |
4,093
| – | – | 0.15% | 70 |
|
|
2017
Q3 | $270K | Hold |
4,093
| – | – | 0.18% | 65 |
|
|
2017
Q2 | $256K | Hold |
4,093
| – | – | 0.18% | 64 |
|
|
2017
Q1 | $236K | Buy |
+4,093
| New | +$236K | 0.16% | 80 |
|