Triad Investment 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 | $3.04M | Sell |
11,894
-1,025
| -8% | -$262K | 3.69% | 14 |
|
|
2023
Q4 | $2.94M | Buy |
12,919
+215
| +2% | +$48.9K | 3.85% | 8 |
|
|
2023
Q3 | $2.56M | Buy |
12,704
+109
| +0.9% | +$22K | 3.74% | 9 |
|
|
2023
Q2 | $2.31M | Buy |
12,595
+591
| +5% | +$108K | 3.22% | 11 |
|
|
2023
Q1 | $2.34M | Sell |
12,004
-650
| -5% | -$127K | 3.4% | 12 |
|
|
2022
Q4 | $2.26M | Buy |
12,654
+145
| +1% | +$25.9K | 3.54% | 8 |
|
|
2022
Q3 | $1.95M | Buy |
12,509
+41
| +0.3% | +$6.4K | 3.39% | 10 |
|
|
2022
Q2 | $1.96M | Sell |
12,468
-2,835
| -19% | -$447K | 2.91% | 14 |
|
|
2022
Q1 | $2.74M | Buy |
15,303
+541
| +4% | +$96.8K | 2.59% | 18 |
|
|
2021
Q4 | $3.02M | Buy |
+14,762
| New | +$3.02M | 2.75% | 15 |
|
|
2020
Q4 | $1.59M | Buy |
12,092
+1,395
| +13% | +$184K | 1.77% | 26 |
|
|
2020
Q3 | $1.28M | Buy |
+10,697
| New | +$1.28M | 1.81% | 25 |
|