SFS
CDW icon

Sowell Financial Services’s CDW CDW Stock Holding History

Sowell Financial Services’s Portfolio CDW Stock Details CDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-3,022
Closed -$589K – 596
2023
Q1 		$589K Buy
+3,022
New +$594K 0.05% 405
2021
Q2 		– Sell
-10,302
Closed -$1.78M – 882
2021
Q1 		$1.78M Buy
10,302
+646
+7% +$96.4K 0.06% 272
2020
Q4 		$1.27M Buy
9,656
+1,694
+21% +$222K 0.05% 275
2020
Q3 		$952K Sell
7,962
-196
-2% -$22.4K 0.05% 307
2020
Q2 		$948K Sell
8,158
-3,188
-28% -$345K 0.05% 286
2020
Q1 		$1.06M Buy
11,346
+5,238
+86% +$641K 0.08% 240
2019
Q4 		$873K Buy
6,108
+5,403
+766% +$715K 0.07% 298
2019
Q3 		$87K Buy
+705
New +$80.8K 0.01% 869
2018
Q4 		– Sell
-7,848
Closed -$698K – 472
2018
Q3 		$698K Hold
7,848
– – 0.1% 151
2018
Q2 		$665K Buy
7,848
+53
+0.7% +$4.1K 0.14% 139
2018
Q1 		$593K Buy
7,795
+38
+0.5% +$2.77K 0.15% 137
2017
Q4 		$572K Sell
7,757
-3
-0% -$206 0.14% 143
2017
Q3 		$535K Sell
7,760
-177
-2% -$11.1K 0.14% 138
2017
Q2 		$507K Buy
7,937
+74
+0.9% +$4.43K 0.14% 133
2017
Q1 		$460K Buy
7,863
+7,748
+6,737% +$436K 0.14% 147
2016
Q4 		$7K Buy
+115
New +$5.61K ﹤0.01% 510

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