SteelPeak Wealth’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,809
| Closed | -$866K | – | 427 |
|
|
2023
Q4 | $866K | Sell |
3,809
-189
| -5% | -$43K | 0.05% | 211 |
|
|
2023
Q3 | $807K | Sell |
3,998
-358
| -8% | -$72.2K | 0.05% | 199 |
|
|
2023
Q2 | $799K | Buy |
4,356
+560
| +15% | +$103K | 0.05% | 194 |
|
|
2023
Q1 | $740K | Buy |
3,796
+1,061
| +39% | +$207K | 0.05% | 188 |
|
|
2022
Q4 | $488K | Buy |
2,735
+178
| +7% | +$31.8K | 0.04% | 247 |
|
|
2022
Q3 | $399K | Sell |
2,557
-500
| -16% | -$78K | 0.03% | 283 |
|
|
2022
Q2 | $482K | Sell |
3,057
-312
| -9% | -$49.2K | 0.03% | 254 |
|
|
2022
Q1 | $603K | Buy |
+3,369
| New | +$603K | 0.03% | 246 |
|
|
2020
Q1 | – | Sell |
-1,486
| Closed | -$212K | – | 235 |
|
|
2019
Q4 | $212K | Buy |
+1,486
| New | +$212K | 0.03% | 226 |
|