Shelton Capital Management’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.81M | Sell |
15,728
-929
| -6% | -$166K | 0.06% | 204 |
|
|
2025
Q1 | $2.67M | Sell |
16,657
-47
| -0.3% | -$7.53K | 0.06% | 205 |
|
|
2024
Q4 | $2.91M | Sell |
16,704
-329
| -2% | -$57.3K | 0.07% | 196 |
|
|
2024
Q3 | $3.85M | Hold |
17,033
| – | – | 0.1% | 185 |
|
|
2024
Q2 | $3.81M | Buy |
17,033
+541
| +3% | +$121K | 0.1% | 182 |
|
|
2024
Q1 | $4.22M | Hold |
16,492
| – | – | 0.12% | 181 |
|
|
2023
Q4 | $3.75M | Buy |
+16,492
| New | +$3.75M | 0.12% | 185 |
|
|
2021
Q4 | – | Sell |
-12,523
| Closed | -$2.28M | – | 848 |
|
|
2021
Q3 | $2.28M | Hold |
12,523
| – | – | 0.09% | 214 |
|
|
2021
Q2 | $2.19M | Hold |
12,523
| – | – | 0.08% | 222 |
|
|
2021
Q1 | $2.08M | Buy |
12,523
+978
| +8% | +$162K | 0.07% | 233 |
|
|
2020
Q4 | $1.52M | Hold |
11,545
| – | – | 0.07% | 223 |
|
|
2020
Q3 | $1.38M | Hold |
11,545
| – | – | 0.06% | 305 |
|
|
2020
Q2 | $1.34M | Sell |
11,545
-128
| -1% | -$14.9K | 0.07% | 214 |
|
|
2020
Q1 | $1.09M | Buy |
+11,673
| New | +$1.09M | 0.08% | 204 |
|