TD Private Client Wealth’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $488K | Buy |
2,732
+2,422
| +781% | +$433K | 0.01% | 474 |
|
|
2025
Q1 | $49.7K | Buy |
310
+72
| +30% | +$11.5K | ﹤0.01% | 813 |
|
|
2024
Q4 | $41.4K | Sell |
238
-40
| -14% | -$6.96K | ﹤0.01% | 857 |
|
|
2024
Q3 | $62.9K | Sell |
278
-179
| -39% | -$40.5K | ﹤0.01% | 792 |
|
|
2024
Q2 | $102K | Sell |
457
-21
| -4% | -$4.7K | ﹤0.01% | 689 |
|
|
2024
Q1 | $122K | Buy |
478
+183
| +62% | +$46.8K | ﹤0.01% | 654 |
|
|
2023
Q4 | $67.1K | Buy |
295
+3
| +1% | +$682 | ﹤0.01% | 767 |
|
|
2023
Q3 | $58.9K | Buy |
292
+17
| +6% | +$3.43K | ﹤0.01% | 740 |
|
|
2023
Q2 | $50.5K | Sell |
275
-94
| -25% | -$17.2K | ﹤0.01% | 782 |
|
|
2023
Q1 | $71.9K | Sell |
369
-106
| -22% | -$20.7K | ﹤0.01% | 698 |
|
|
2022
Q4 | $84.8K | Sell |
475
-123
| -21% | -$22K | ﹤0.01% | 650 |
|
|
2022
Q3 | $93.3K | Sell |
598
-65
| -10% | -$10.1K | ﹤0.01% | 625 |
|
|
2022
Q2 | $104K | Sell |
663
-18,857
| -97% | -$2.97M | 0.01% | 607 |
|
|
2022
Q1 | $3.49M | Buy |
19,520
+1,351
| +7% | +$242K | 0.15% | 146 |
|
|
2021
Q4 | $3.72M | Sell |
18,169
-628
| -3% | -$129K | 0.15% | 149 |
|
|
2021
Q3 | $3.42M | Sell |
18,797
-216
| -1% | -$39.3K | 0.15% | 154 |
|
|
2021
Q2 | $3.32M | Buy |
19,013
+534
| +3% | +$93.3K | 0.14% | 163 |
|
|
2021
Q1 | $3.06M | Buy |
18,479
+3,242
| +21% | +$537K | 0.14% | 166 |
|
|
2020
Q4 | $2.01M | Buy |
15,237
+767
| +5% | +$101K | 0.1% | 211 |
|
|
2020
Q3 | $1.73M | Sell |
14,470
-34
| -0.2% | -$4.06K | 0.1% | 213 |
|
|
2020
Q2 | $1.69M | Buy |
14,504
+1,560
| +12% | +$181K | 0.1% | 208 |
|
|
2020
Q1 | $1.21M | Buy |
12,944
+234
| +2% | +$21.8K | 0.09% | 199 |
|
|
2019
Q4 | $1.82M | Buy |
+12,710
| New | +$1.82M | 0.11% | 191 |
|