Shine Investment Advisory Services’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $124K | Hold |
1,039
| – | – | 0.04% | 170 |
|
|
2020
Q2 | $121K | Sell |
1,039
-12
| -1% | -$1.4K | 0.04% | 167 |
|
|
2020
Q1 | $98K | Buy |
1,051
+12
| +1% | +$1.12K | 0.05% | 181 |
|
|
2019
Q4 | $148K | Hold |
1,039
| – | – | 0.06% | 156 |
|
|
2019
Q3 | $128K | Hold |
1,039
| – | – | 0.06% | 149 |
|
|
2019
Q2 | $115K | Sell |
1,039
-400
| -28% | -$44.3K | 0.05% | 158 |
|
|
2019
Q1 | $139K | Sell |
1,439
-211
| -13% | -$20.4K | 0.06% | 143 |
|
|
2018
Q4 | $134K | Hold |
1,650
| – | – | 0.07% | 133 |
|
|
2018
Q3 | $147K | Hold |
1,650
| – | – | 0.08% | 135 |
|
|
2018
Q2 | $133K | Hold |
1,650
| – | – | 0.07% | 137 |
|
|
2018
Q1 | $116K | Hold |
1,650
| – | – | 0.06% | 150 |
|
|
2017
Q4 | $115K | Hold |
1,650
| – | – | 0.06% | 151 |
|
|
2017
Q3 | $109K | Buy |
1,650
+1,350
| +450% | +$89.2K | 0.06% | 155 |
|
|
2017
Q2 | $19K | Buy |
+300
| New | +$19K | 0.01% | 436 |
|