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Simplicity Wealth’s CDW CDW Stock Holding History

Simplicity Wealth’s Portfolio CDW Stock Details CDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,909
Closed -$651K – 596
2024
Q2 		$651K Sell
2,909
-6
-0.2% -$1.34K 0.01% 654
2024
Q1 		$745K Buy
+2,915
New +$745K 0.02% 603