Ritholtz Wealth Management’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,052
| Closed | -$238K | – | 862 |
|
|
2024
Q3 | $238K | Sell |
1,052
-77
| -7% | -$17.4K | 0.01% | 763 |
|
|
2024
Q2 | $253K | Buy |
1,129
+9
| +0.8% | +$2.02K | 0.01% | 691 |
|
|
2024
Q1 | $287K | Buy |
1,120
+89
| +9% | +$22.8K | 0.01% | 651 |
|
|
2023
Q4 | $234K | Buy |
+1,031
| New | +$234K | 0.01% | 660 |
|
|
2023
Q2 | – | Sell |
-1,028
| Closed | -$200K | – | 671 |
|
|
2023
Q1 | $200K | Buy |
+1,028
| New | +$200K | 0.01% | 603 |
|
|
2022
Q4 | – | Sell |
-1,862
| Closed | -$291K | – | 595 |
|
|
2022
Q3 | $291K | Buy |
+1,862
| New | +$291K | 0.02% | 546 |
|