SeaCrest Wealth 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 |
-252
| Closed | -$40K | – | 765 |
|
2022
Q2 | $40K | Buy |
+252
| New | +$40K | 0.01% | 1212 |
|
2019
Q2 | – | Sell |
-270
| Closed | -$26K | – | 724 |
|
2019
Q1 | $26K | Sell |
270
-39
| -13% | -$3.76K | ﹤0.01% | 1177 |
|
2018
Q4 | $25K | Sell |
309
-39
| -11% | -$3.16K | 0.01% | 1156 |
|
2018
Q3 | $31K | Buy |
348
+1
| +0.3% | +$89 | 0.01% | 1195 |
|
2018
Q2 | $28K | Buy |
347
+15
| +5% | +$1.21K | 0.01% | 1211 |
|
2018
Q1 | $23K | Buy |
332
+90
| +37% | +$6.24K | ﹤0.01% | 1269 |
|
2017
Q4 | $17K | Buy |
+242
| New | +$17K | ﹤0.01% | 1389 |
|