Sheaff Brock Investment Advisors’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-7,839
| Closed | -$911K | – | 461 |
|
|
2020
Q2 | $911K | Sell |
7,839
-260
| -3% | -$30.2K | 0.09% | 135 |
|
|
2020
Q1 | $755K | Sell |
8,099
-445
| -5% | -$41.5K | 0.1% | 126 |
|
|
2019
Q4 | $1.22M | Sell |
8,544
-917
| -10% | -$131K | 0.12% | 111 |
|
|
2019
Q3 | $1.17M | Buy |
9,461
+79
| +0.8% | +$9.74K | 0.13% | 115 |
|
|
2019
Q2 | $1.04M | Sell |
9,382
-1,725
| -16% | -$191K | 0.11% | 134 |
|
|
2019
Q1 | $1.07M | Sell |
11,107
-166
| -1% | -$16K | 0.13% | 127 |
|
|
2018
Q4 | $914K | Sell |
11,273
-618
| -5% | -$50.1K | 0.14% | 130 |
|
|
2018
Q3 | $1.06M | Sell |
11,891
-73
| -0.6% | -$6.49K | 0.1% | 143 |
|
|
2018
Q2 | $967K | Buy |
+11,964
| New | +$967K | 0.09% | 154 |
|
|
2016
Q2 | – | Sell |
-33,161
| Closed | -$1.38M | – | 602 |
|
|
2016
Q1 | $1.38M | Sell |
33,161
-9,460
| -22% | -$393K | 0.17% | 123 |
|
|
2015
Q4 | $1.79M | Buy |
+42,621
| New | +$1.79M | 0.2% | 122 |
|