Smith Salley Wealth Management’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,804
| Closed | -$311K | – | 191 |
|
|
2019
Q2 | $311K | Buy |
2,804
+52
| +2% | +$5.77K | 0.05% | 160 |
|
|
2019
Q1 | $265K | Sell |
2,752
-90
| -3% | -$8.67K | 0.04% | 157 |
|
|
2018
Q4 | $230K | Sell |
2,842
-68
| -2% | -$5.5K | 0.04% | 156 |
|
|
2018
Q3 | $259K | Hold |
2,910
| – | – | 0.04% | 166 |
|
|
2018
Q2 | $235K | Hold |
2,910
| – | – | 0.04% | 164 |
|
|
2018
Q1 | $205K | Sell |
2,910
-25
| -0.9% | -$1.76K | 0.04% | 171 |
|
|
2017
Q4 | $204K | Buy |
+2,935
| New | +$204K | 0.04% | 175 |
|