Rockbridge Investment Management’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-30
| Closed | -$4.73K | – | 183 |
|
|
2022
Q2 | $4.73K | Hold |
30
| – | – | ﹤0.01% | 463 |
|
|
2022
Q1 | $5.33K | Hold |
30
| – | – | ﹤0.01% | 612 |
|
|
2021
Q4 | $6K | Hold |
30
| – | – | ﹤0.01% | 634 |
|
|
2021
Q3 | $5K | Hold |
30
| – | – | ﹤0.01% | 606 |
|
|
2021
Q2 | $5K | Hold |
30
| – | – | ﹤0.01% | 601 |
|
|
2021
Q1 | $5K | Buy |
+30
| New | +$5K | ﹤0.01% | 574 |
|