Sutton Wealth Advisors’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $7.47K | Buy |
37
+10
| +37% | +$2.02K | ﹤0.01% | 521 |
|
|
2023
Q2 | $4.96K | Hold |
27
| – | – | ﹤0.01% | 570 |
|
|
2023
Q1 | $5.26K | Hold |
27
| – | – | ﹤0.01% | 512 |
|
|
2022
Q4 | $4.82K | Buy |
27
+1
| +4% | +$179 | ﹤0.01% | 1105 |
|
|
2022
Q3 | $4.06K | Sell |
26
-10
| -28% | -$1.56K | ﹤0.01% | 1104 |
|
|
2022
Q2 | $5.67K | Buy |
36
+10
| +38% | +$1.58K | ﹤0.01% | 1048 |
|
|
2022
Q1 | $4.65K | Sell |
26
-1
| -4% | -$179 | ﹤0.01% | 1094 |
|
|
2021
Q4 | $5.53K | Hold |
27
| – | – | ﹤0.01% | 1053 |
|
|
2021
Q3 | $4.92K | Buy |
27
+1
| +4% | +$182 | ﹤0.01% | 1057 |
|
|
2021
Q2 | $4.54K | Sell |
26
-12
| -32% | -$2.1K | ﹤0.01% | 1061 |
|
|
2021
Q1 | $6.3K | Buy |
38
+2
| +6% | +$332 | ﹤0.01% | 973 |
|
|
2020
Q4 | $4.74K | Buy |
36
+6
| +20% | +$791 | ﹤0.01% | 990 |
|
|
2020
Q3 | $3.59K | Hold |
30
| – | – | ﹤0.01% | 993 |
|
|
2020
Q2 | $3.49K | Buy |
+30
| New | +$3.49K | ﹤0.01% | 986 |
|