Spire Wealth Management’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $92K | Buy |
515
+13
| +3% | +$2.32K | ﹤0.01% | 1004 |
|
|
2025
Q1 | $80.5K | Sell |
502
-9
| -2% | -$1.44K | ﹤0.01% | 1120 |
|
|
2024
Q4 | $88.9K | Sell |
511
-193
| -27% | -$33.6K | ﹤0.01% | 1079 |
|
|
2024
Q3 | $159K | Sell |
704
-2
| -0.3% | -$453 | 0.01% | 788 |
|
|
2024
Q2 | $158K | Sell |
706
-36
| -5% | -$8.06K | 0.01% | 770 |
|
|
2024
Q1 | $190K | Sell |
742
-35
| -5% | -$8.95K | ﹤0.01% | 778 |
|
|
2023
Q4 | $176K | Sell |
777
-3
| -0.4% | -$679 | 0.01% | 797 |
|
|
2023
Q3 | $157K | Sell |
780
-127
| -14% | -$25.6K | 0.01% | 785 |
|
|
2023
Q2 | $167K | Sell |
907
-487
| -35% | -$89.4K | 0.01% | 780 |
|
|
2023
Q1 | $272K | Buy |
1,394
+32
| +2% | +$6.24K | 0.01% | 636 |
|
|
2022
Q4 | $243K | Buy |
1,362
+170
| +14% | +$30.3K | 0.01% | 506 |
|
|
2022
Q3 | $186K | Sell |
1,192
-9
| -0.7% | -$1.4K | 0.01% | 546 |
|
|
2022
Q2 | $189K | Sell |
1,201
-52,740
| -98% | -$8.3M | 0.01% | 789 |
|
|
2022
Q1 | $9.66M | Buy |
53,941
+49,209
| +1,040% | +$8.81M | 0.26% | 109 |
|
|
2021
Q4 | $969K | Buy |
4,732
+4,102
| +651% | +$840K | 0.02% | 478 |
|
|
2021
Q3 | $115K | Buy |
630
+71
| +13% | +$13K | ﹤0.01% | 1141 |
|
|
2021
Q2 | $98K | Sell |
559
-4,412
| -89% | -$773K | ﹤0.01% | 1189 |
|
|
2021
Q1 | $833K | Buy |
+4,971
| New | +$833K | 0.02% | 505 |
|