Tradition Wealth Management’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-584
| Closed | -$133K | – | 506 |
|
|
2023
Q4 | $133K | Buy |
584
+2
| +0.3% | +$455 | 0.01% | 393 |
|
|
2023
Q3 | $117K | Buy |
582
+2
| +0.3% | +$402 | 0.01% | 400 |
|
|
2023
Q2 | $107K | Buy |
580
+2
| +0.3% | +$369 | 0.01% | 435 |
|
|
2023
Q1 | $113K | Buy |
578
+40
| +7% | +$7.82K | 0.01% | 412 |
|
|
2022
Q4 | $96K | Buy |
538
+2
| +0.4% | +$357 | 0.01% | 386 |
|
|
2022
Q3 | $84K | Buy |
+536
| New | +$84K | 0.01% | 392 |
|