TRUE Private Wealth Advisors’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-27
| Closed | -$3K | – | 689 |
|
|
2019
Q4 | $3K | Buy |
+27
| New | +$3K | ﹤0.01% | 709 |
|
|
2019
Q3 | – | Sell |
-53
| Closed | -$5K | – | 295 |
|
|
2019
Q2 | $5K | Buy |
+53
| New | +$5K | ﹤0.01% | 630 |
|
|
2018
Q4 | – | Sell |
-217
| Closed | -$19.3K | – | 343 |
|
|
2018
Q3 | $19.3K | Buy |
+217
| New | +$19.3K | ﹤0.01% | 617 |
|