Total Clarity Wealth 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 |
-1,349
| Closed | -$248K | – | 221 |
|
|
2023
Q2 | $248K | Buy |
+1,349
| New | +$248K | 0.12% | 182 |
|
|
2022
Q3 | – | Sell |
-163
| Closed | -$26K | – | 326 |
|
|
2022
Q2 | $26K | Buy |
+163
| New | +$26K | 0.01% | 512 |
|
|
2022
Q1 | – | Sell |
-148
| Closed | -$30K | – | 313 |
|
|
2021
Q4 | $30K | Hold |
148
| – | – | 0.01% | 485 |
|
|
2021
Q3 | $27K | Buy |
+148
| New | +$27K | 0.01% | 498 |
|
|
2021
Q2 | – | Sell |
-147
| Closed | -$24K | – | 270 |
|
|
2021
Q1 | $24K | Buy |
+147
| New | +$24K | 0.01% | 438 |
|
|
2020
Q1 | – | Sell |
-145
| Closed | -$21K | – | 164 |
|
|
2019
Q4 | $21K | Buy |
+145
| New | +$21K | 0.02% | 388 |
|