TFC Financial 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 | $19.5K | Sell |
109
-35
| -24% | -$6.25K | ﹤0.01% | 337 |
|
|
2025
Q1 | $23.1K | Sell |
144
-11
| -7% | -$1.76K | ﹤0.01% | 310 |
|
|
2024
Q4 | $27K | Sell |
155
-40
| -21% | -$6.96K | ﹤0.01% | 290 |
|
|
2024
Q3 | $44.1K | Buy |
195
+50
| +34% | +$11.3K | 0.01% | 263 |
|
|
2024
Q2 | $32.5K | Sell |
145
-1
| -0.7% | -$224 | 0.01% | 272 |
|
|
2024
Q1 | $37.3K | Buy |
146
+1
| +0.7% | +$256 | 0.01% | 256 |
|
|
2023
Q4 | $33K | Hold |
145
| – | – | 0.01% | 254 |
|
|
2023
Q3 | $29.3K | Buy |
145
+55
| +61% | +$11.1K | 0.01% | 256 |
|
|
2023
Q2 | $16.5K | Sell |
90
-3
| -3% | -$551 | ﹤0.01% | 298 |
|
|
2023
Q1 | $18.1K | Buy |
93
+3
| +3% | +$585 | ﹤0.01% | 322 |
|
|
2022
Q4 | $16.1K | Hold |
90
| – | – | ﹤0.01% | 274 |
|
|
2022
Q3 | $14K | Hold |
90
| – | – | ﹤0.01% | 281 |
|
|
2022
Q2 | $14K | Hold |
90
| – | – | ﹤0.01% | 283 |
|
|
2022
Q1 | $16K | Hold |
90
| – | – | ﹤0.01% | 275 |
|
|
2021
Q4 | $18K | Hold |
90
| – | – | 0.01% | 284 |
|
|
2021
Q3 | $16K | Hold |
90
| – | – | 0.01% | 290 |
|
|
2021
Q2 | $16K | Hold |
90
| – | – | 0.01% | 286 |
|
|
2021
Q1 | $15K | Hold |
90
| – | – | 0.01% | 274 |
|
|
2020
Q4 | $12K | Hold |
90
| – | – | 0.01% | 302 |
|
|
2020
Q3 | $11K | Buy |
+90
| New | +$11K | 0.01% | 283 |
|