Sanibel Captiva Trust Company’s CDW CDW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $627K | Sell |
3,512
-392
| -10% | -$70K | 0.02% | 259 |
|
2025
Q1 | $626K | Sell |
3,904
-515
| -12% | -$82.5K | 0.02% | 251 |
|
2024
Q4 | $769K | Sell |
4,419
-1,832
| -29% | -$319K | 0.02% | 241 |
|
2024
Q3 | $1.41M | Sell |
6,251
-654
| -9% | -$148K | 0.05% | 193 |
|
2024
Q2 | $1.55M | Sell |
6,905
-156
| -2% | -$34.9K | 0.05% | 177 |
|
2024
Q1 | $1.81M | Buy |
7,061
+250
| +4% | +$63.9K | 0.06% | 162 |
|
2023
Q4 | $1.55M | Buy |
+6,811
| New | +$1.55M | 0.06% | 162 |
|