Sound View Wealth Advisors Group’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Sell |
|
|||||
|
2025
Q1 | $208K | Buy |
|
|||||
|
2024
Q4 | $210K | Sell |
|
|||||
|
2024
Q3 | $439K | Buy |
|
|||||
|
2024
Q2 | $433K | Hold |
|
|||||
|
2024
Q1 | $495K | Sell |
|
|||||
|
2023
Q4 | $441K | Sell |
|
|||||
|
2023
Q3 | $476K | Buy |
|
|||||
|
2023
Q2 | $428K | Buy |
|
|||||
|
2023
Q1 | $451K | Buy |
|
|||||
|
2022
Q4 | $441K | Buy |
|