SYSTM Wealth Solutions’s CDW CDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-45
| Closed | -$10.1K | – | 185 |
|
|
2024
Q2 | $10.1K | Sell |
45
-3,041
| -99% | -$681K | ﹤0.01% | 479 |
|
|
2024
Q1 | $789K | Sell |
3,086
-130
| -4% | -$33.3K | 0.1% | 230 |
|
|
2023
Q4 | $731K | Buy |
3,216
+8
| +0.2% | +$1.82K | 0.1% | 231 |
|
|
2023
Q3 | $647K | Sell |
3,208
-158
| -5% | -$31.9K | 0.1% | 241 |
|
|
2023
Q2 | $618K | Buy |
+3,366
| New | +$618K | 0.08% | 286 |
|