Stone House Investment 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 | $16.1K | Sell |
90
-125
| -58% | -$22.4K | ﹤0.01% | 222 |
|
|
2025
Q1 | $34.5K | Buy |
+215
| New | +$34.5K | 0.01% | 172 |
|
|
2024
Q4 | – | Sell |
-205
| Closed | -$46.4K | – | 99 |
|
|
2024
Q3 | $46.4K | Hold |
205
| – | – | 0.01% | 128 |
|
|
2024
Q2 | $45.9K | Sell |
205
-13
| -6% | -$2.91K | 0.01% | 128 |
|
|
2024
Q1 | $55.8K | Buy |
+218
| New | +$55.8K | 0.01% | 118 |
|