Schechter Investment Advisors’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,476
| Closed | -$257K | – | 642 |
|
|
2024
Q4 | $257K | Sell |
1,476
-900
| -38% | -$157K | 0.02% | 520 |
|
|
2024
Q3 | $538K | Sell |
2,376
-1,962
| -45% | -$444K | 0.04% | 384 |
|
|
2024
Q2 | $971K | Sell |
4,338
-138
| -3% | -$30.9K | 0.07% | 243 |
|
|
2024
Q1 | $1.14M | Buy |
4,476
+52
| +1% | +$13.3K | 0.09% | 218 |
|
|
2023
Q4 | $1.01M | Sell |
4,424
-46
| -1% | -$10.5K | 0.09% | 231 |
|
|
2023
Q3 | $902K | Sell |
4,470
-35
| -0.8% | -$7.06K | 0.09% | 237 |
|
|
2023
Q2 | $827K | Sell |
4,505
-319
| -7% | -$58.5K | 0.07% | 278 |
|
|
2023
Q1 | $940K | Sell |
4,824
-18
| -0.4% | -$3.51K | 0.09% | 266 |
|
|
2022
Q4 | $865K | Buy |
4,842
+242
| +5% | +$43.2K | 0.08% | 340 |
|
|
2022
Q3 | $718K | Buy |
4,600
+396
| +9% | +$61.8K | 0.07% | 390 |
|
|
2022
Q2 | $662K | Buy |
+4,204
| New | +$662K | 0.06% | 429 |
|