SlateStone Wealth’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,439
| Closed | -$491K | – | 180 |
|
|
2019
Q4 | $491K | Sell |
3,439
-589
| -15% | -$84.1K | 0.11% | 135 |
|
|
2019
Q3 | $496K | Sell |
4,028
-555
| -12% | -$68.3K | 0.14% | 104 |
|
|
2019
Q2 | $509K | Sell |
4,583
-165
| -3% | -$18.3K | 0.14% | 111 |
|
|
2019
Q1 | $458K | Buy |
+4,748
| New | +$458K | 0.14% | 101 |
|