TD Ameritrade Investment Management’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8
| Closed | -$1K | – | 76 |
|
|
2023
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 496 |
|
|
2023
Q1 | $2K | Hold |
8
| – | – | ﹤0.01% | 470 |
|
|
2022
Q4 | $1K | Sell |
8
-7
| -47% | -$875 | ﹤0.01% | 535 |
|
|
2022
Q3 | $2K | Sell |
15
-3
| -17% | -$400 | ﹤0.01% | 494 |
|
|
2022
Q2 | $3K | Hold |
18
| – | – | ﹤0.01% | 501 |
|
|
2022
Q1 | $3K | Sell |
18
-336
| -95% | -$56K | ﹤0.01% | 574 |
|
|
2021
Q4 | $72K | Sell |
354
-67
| -16% | -$13.6K | ﹤0.01% | 318 |
|
|
2021
Q3 | $50K | Sell |
421
-30
| -7% | -$3.56K | ﹤0.01% | 328 |
|
|
2021
Q2 | $79K | Sell |
451
-30
| -6% | -$5.26K | ﹤0.01% | 301 |
|
|
2021
Q1 | $63K | Hold |
481
| – | – | ﹤0.01% | 312 |
|
|
2020
Q4 | $63K | Buy |
481
+60
| +14% | +$7.86K | ﹤0.01% | 312 |
|
|
2020
Q3 | $50K | Buy |
+421
| New | +$50K | ﹤0.01% | 328 |
|
|
2020
Q1 | – | Sell |
-56
| Closed | -$8K | – | 620 |
|
|
2019
Q4 | $8K | Sell |
56
-42
| -43% | -$6K | ﹤0.01% | 486 |
|
|
2019
Q3 | $12K | Buy |
98
+1
| +1% | +$122 | ﹤0.01% | 409 |
|
|
2019
Q2 | $11K | Sell |
97
-1
| -1% | -$113 | ﹤0.01% | 372 |
|
|
2019
Q1 | $9K | Hold |
98
| – | – | ﹤0.01% | 357 |
|
|
2018
Q4 | $8K | Buy |
98
+67
| +216% | +$5.47K | ﹤0.01% | 375 |
|
|
2018
Q3 | $3K | Buy |
+31
| New | +$3K | ﹤0.01% | 447 |
|