Sageworth Trust’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-125
| Closed | -$21K | – | 896 |
|
|
2021
Q1 | $21K | Hold |
125
| – | – | ﹤0.01% | 225 |
|
|
2020
Q4 | $16K | Buy |
+125
| New | +$16K | ﹤0.01% | 168 |
|
|
2019
Q1 | – | Sell |
-6
| Closed | – | – | 265 |
|
|
2018
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 185 |
|
|
2018
Q2 | – | Sell |
-144
| Closed | -$10K | – | 149 |
|
|
2018
Q1 | $10K | Buy |
+144
| New | +$10K | ﹤0.01% | 95 |
|