Rise Advisors’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14K | Buy |
78
+3
| +4% | +$538 | 0.01% | 783 |
|
|
2025
Q1 | $12K | Sell |
75
-58
| -44% | -$9.3K | 0.01% | 845 |
|
|
2024
Q4 | $23.1K | Buy |
133
+1
| +0.8% | +$173 | 0.01% | 562 |
|
|
2024
Q3 | $29.9K | Hold |
132
| – | – | 0.01% | 417 |
|
|
2024
Q2 | $29.5K | Buy |
132
+1
| +0.8% | +$223 | 0.02% | 387 |
|
|
2024
Q1 | $33.6K | Buy |
+131
| New | +$33.6K | 0.02% | 336 |
|