TFO Wealth Partners’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1
| Closed | -$256 | – | 183 |
|
|
2024
Q1 | $256 | Sell |
1
-1
| -50% | -$256 | ﹤0.01% | 433 |
|
|
2023
Q4 | $455 | Hold |
2
| – | – | ﹤0.01% | 355 |
|
|
2023
Q3 | $367 | Buy |
2
+1
| +100% | +$184 | ﹤0.01% | 563 |
|
|
2023
Q2 | $184 | Hold |
1
| – | – | ﹤0.01% | 528 |
|
|
2023
Q1 | $195 | Sell |
1
-2
| -67% | -$390 | ﹤0.01% | 483 |
|
|
2022
Q4 | $376 | Buy |
+3
| New | +$376 | ﹤0.01% | 523 |
|
|
2022
Q3 | – | Sell |
-35
| Closed | -$6K | – | 191 |
|
|
2022
Q2 | $6K | Buy |
+35
| New | +$6K | ﹤0.01% | 185 |
|