True Wealth Design’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.18K | Buy |
29
+19
| +190% | +$3.39K | ﹤0.01% | 788 |
|
|
2025
Q1 | $1.6K | Buy |
10
+6
| +150% | +$962 | ﹤0.01% | 1088 |
|
|
2024
Q4 | $697 | Sell |
4
-2
| -33% | -$349 | ﹤0.01% | 1029 |
|
|
2024
Q3 | $1.36K | Sell |
6
-1
| -14% | -$226 | ﹤0.01% | 894 |
|
|
2024
Q2 | $1.57K | Buy |
7
+2
| +40% | +$448 | ﹤0.01% | 402 |
|
|
2024
Q1 | $1.28K | Buy |
5
+2
| +67% | +$512 | ﹤0.01% | 404 |
|
|
2023
Q4 | $682 | Hold |
3
| – | – | ﹤0.01% | 405 |
|
|
2023
Q3 | $606 | Hold |
3
| – | – | ﹤0.01% | 384 |
|
|
2023
Q2 | $551 | Hold |
3
| – | – | ﹤0.01% | 416 |
|
|
2023
Q1 | $585 | Hold |
3
| – | – | ﹤0.01% | 491 |
|
|
2022
Q4 | $536 | Buy |
+3
| New | +$536 | ﹤0.01% | 438 |
|